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To: Tae Spam Kim who wrote (6420)	5/21/1999 2:56:00 PM
From: GJLevine	Respond to of 118717

DJ Wire out at 2:36 PTEK deal with HLTH/WEBMD worth 500 M PTEK should go back to low 20 range by MOnday. 500,000,000 / 46,000,000 O/S = $10.86/share without any discount. Glenn

To: Tae Spam Kim who wrote (6420)	5/21/1999 3:17:00 PM
From: Steeliejim	Respond to of 118717

Hi Tae Kim Thanks for the emails re. VMIX. You were dead on re its earnings. Your Tigerinvestor site is more accurate and in-depth as far as I can tell, than CBS Marketwatch based on the doo-doo I saw over there on LOCK--and no, I'm not short LOCK. I agree VMIX looks like it's a great co., and I have followed for a couple of years since its home is in Woodland, near where I live. I couldn't believe the size of the asks this AM. I've done metrics on my trading, and I hate to admit, being an engineer that spends his life analyzing the objective merits and demerits of design alternatives, that I have been doing far better--and I would be happy to show you (privately)the evidence--by trading on momentum than on fundamentals. In fact, my big blunder this week was when I had the trade all set to go on HLTH at 68 1/2 and I didn't push the button, because I didn't get the fundamentals of the story. Briefing.com doesn't get it either, but that doesn't matter when the market goes into a frenzy over the "story." Since my philosophy this year has been to go from all cash at a given moment to fully invested in one or a few stocks for a short play, I am really impatient when a co. doesn't move as expected. For example, I got out of VMIX this AM, but have been watching it as well as my other watch stocks--NITE at the top of the list. I just got in--and out--of NITE (looked like it was beginning to chug again) for 3/4 point. Doesn't seem like much, but it's marginable so I can make a pretty big (I guess by some standards) play--so I did. If you string together my trades on NITE, it looks like a nearly continuous rise rather than the 15% decline over the past week. I call it "straightening the coastline." Haven't seen anyone describe the concept, but I hope you get the picture. I am going to continue to watch VMIX. I agree that there ought to be some good things ahead, it will probably fly when it starts getting attention, and I may miss out on the beginning. But IMO, it's just not on the radar screen of big investors (except for the ones selling this AM), so I'm not going to fight it. I don't have a good feel for it, unlike NITE since the trading volume is small. Now maybe when Tigerinvestors becomes a "must see" site like Street.com... <gg>. Maybe we all should start spamming the Yahoo boards. Naaaaaah. Keep those emails coming!!! Jim

To: Tae Spam Kim who wrote (6420)	5/21/1999 4:25:00 PM
From: Steeliejim	Respond to of 118717

Another example, Tae: Some luck involved I'll be the first to admit, but... I finally couldn't stand it on HAUP (A Business Week tout along with MMPT highlighted this AM on Briefing.com. I let it get off my radar screen during the day, but I finally noticed the late Briefing.com notice that it was flying higher and higher. Of course there was an almost immediate sell off (typical lately), but it bounced right back so I put in an order. Bought 4k shares at ave. 26 3/16. Sold just before close at average 27 9/16. Turnaround was less than 10 minutes (I will admit, I choked a bit when HAUP dipped just as my order went in, and I actually tried to cancel, but it was too late, and the order filled. I was getting ready to sell at a small loss (BIIIIIG risk when a stock has risen so far, so quickly), but it turned around again and I hung on for a little ride. I didn't even bother looking at what HAUP does until after the dust had settled and my heart rate returned to normal. A real rush. Apologies to JSB, but--"Kacheeng" (or something like that). Tough week, but ended up 5% ahead, even with my ill-fated foray into VMIX. I'll take it. Hope everybody has a good weekend. Jim