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| Posts by Miguel Octavio |
| Message | Subject | Recs | Date/Time (ET) |
| You were shorting at $57 so how did you make money? | Healtheon Corporation (HLTH) | 05/29/1999 10:25:00 PM | |
| This will be the IPO of the decade, buy when you can, the hype will be incredib | Juniper Networks - JNPR | 05/29/1999 10:23:00 PM | |
| In a few days this stock is going to $100, people dont know about it .......... | copper mountain CMTN | 05/29/1999 10:20:00 PM | |
| CNBC says MSFT interested in buying HLTH....... | Healtheon Corporation (HLTH) | 05/17/1999 05:32:00 PM | |
| Can you explain why it is so good, I know little about WebMD and own HLTH Mi | Healtheon Corporation (HLTH) | 05/14/1999 09:42:00 PM | |
| Everyone worries about the investment income, but nobody looks at the deferred | How high will Microsoft fly? | 04/20/1999 09:36:00 PM | |
| You could check www.nordby.com look at their technical pick of the day: Amazon, | Amazon.com, Inc. (AMZN) | 04/04/1999 04:07:00 PM | |
| Both CMGI and LCOS were strong from the start today, DW has been very quiet for | CMGI What is the latest news on this st | 03/24/1999 07:59:00 PM | |
| Diller is no fool, but DW is not either, if he resigned he had to have somethi | CMGI What is the latest news on this st | 03/18/1999 08:53:00 PM | |
| CMGI speaking at paineWebber Conference, 9 AM Monday, also CMGI included in Na | Lycos | 03/13/1999 06:56:00 PM | |
| I bought the stock for a very simple reason, Forrester Research estimates that | VerticalNet, Inc. [VERT] | 03/08/1999 09:04:00 PM | |
| I own Lycos, what surprises me is if Lycos is so "hot" why doesn't NBC or someo | Lycos | 03/08/1999 09:03:00 PM | |
| It is certainly important, what is not clear is whether it is a software soluti | Network Appliance | 03/08/1999 06:42:00 AM | |
| It should go down some, the candle today is not a good one, inverted hammer, wi | CMGI What is the latest news on this st | 03/02/1999 09:11:00 PM | |
| I used SI's P/E of 147, which makes a big difference in your calculation. If i | Network Appliance | 03/01/1999 09:59:00 PM | |
| I hope I did not say "that a company's growth rate should always be equal to it | Network Appliance | 03/01/1999 09:47:00 PM | |
| Quick Read of deal according to 8-K: USA contributes the following assets: H | Lycos | 03/01/1999 08:44:00 PM | |
| Income at NTAP is growing somewhat faster than that of EMC, but NTAP's P/E is | Network Appliance | 03/01/1999 07:42:00 PM | |
| They need our votes, they only have 20%, by the way Lycos/USA filed merger 8K, | Lycos | 03/01/1999 07:37:00 PM | |
| They said it would not be in the best interests at the current price...... | Lycos | 03/01/1999 07:34:00 PM | |
| First, I think that fast access will come slowly (In my country there are not e | Network Appliance | 02/28/1999 01:24:00 PM | |
| All I was saying was not that you should not buy NTAP because of its high P/E. | Network Appliance | 02/28/1999 01:12:00 PM | |
| I still think we should join CMGI and vote against the merger. CMGI management | Lycos | 02/28/1999 01:08:00 PM | |
| Internet stocks are so volatile that it is hard to predict what they will do. I | CMGI What is the latest news on this st | 02/28/1999 12:58:00 PM | |
| The P/E is a little high for my taste compared to their earnings growth, howeve | Network Appliance | 02/22/1999 08:32:00 PM | |
| I would measure it against EMC. Since EMC is the leader,it deserves a premium, | Network Appliance | 02/19/1999 07:49:00 PM | |
| No, I got them out of Bloomberg, where it says there are 124,041,756 class A sh | Lycos | 02/10/1999 06:02:00 PM | |
| After reading Mr. Davis' statement in Reuters I did some research, if what I ca | Lycos | 02/10/1999 05:30:00 PM | |
| "With nearly every major media company in the U.S. interested in LCOS, this i | Lycos | 02/09/1999 09:01:00 PM | |
| The preferred which gives you 5% more in the new comapny, only takes effect IF | Lycos | 02/09/1999 01:40:00 PM | |
| The answer is NO!, there is no 2% premium over yesterday's price. In fact, acc | Lycos | 02/09/1999 01:36:00 PM | |
| The 2% number comes from the rumors, but not from reality. As Davis said, the d | Lycos | 02/09/1999 01:34:00 PM | |
| The deal is in no way worth US$ 20 billion, that number is just wrong. ALL of U | CMGI What is the latest news on this st | 02/09/1999 11:52:00 AM | |
| CMGI does not cash out, they become owners of the new company. Barry Dealer on | Lycos | 02/09/1999 11:45:00 AM | |
| I urge everyone that disagrees with teh deal to say so by e-mailing: investo | Lycos | 02/09/1999 11:29:00 AM | |
| At this price and percentage of the company Lycos shareholders will have, the d | Lycos | 02/09/1999 11:18:00 AM | |
| Covad was recommended today in thestreet.com, http://www.thestreet.com/mar | Covad Communications - COVD | 02/07/1999 05:53:00 PM | |
| Finding the value of all the pieces is typically a way of finding a company tha | CMGI What is the latest news on this st | 01/24/1999 06:35:00 PM | |
| I apologize, two days ago I posted my results of my simple model and although i | How high will Microsoft fly? | 01/19/1999 08:36:00 PM | |
| The TRIX is a technical indicator that tries to smooth out short term fluctuati | Inktomi (INKT) | 01/18/1999 07:47:00 AM | |
| My own simple model of MSFT (see post 11766), says they should report US$ 4.2 | How high will Microsoft fly? | 01/17/1999 07:50:00 PM | |
| Hope it's not too cold there, we are in the middle of a "cold wave", it gets do | Inktomi (INKT) | 01/17/1999 07:34:00 PM | |
| I agree with you, with a stock split coming on the 27th. I just will not trade | Inktomi (INKT) | 01/17/1999 06:27:00 PM | |
| Am I wrong?,Hollywood Entertainment has 36.9 million shares and closed at $33.= | CMGI What is the latest news on this st | 01/17/1999 06:14:00 PM | |
| If you apply all of these valuation concepts to other Internet stocks they woul | Data Broadcasting Corp. (DBCC) | 01/13/1999 08:24:00 PM | |
| Gary: You are right, the service I use had the wrong number for the to | CMGI What is the latest news on this st | 01/10/1999 06:08:00 PM | |
| CMGI is worth 4.4 billion market cap today. Lycos is worth 18.5 million shar | CMGI What is the latest news on this st | 01/10/1999 04:00:00 PM | |
| You quote the recommendation by Steve Harmon of CMGI, but later in teh same lis | CMGI What is the latest news on this st | 01/10/1999 03:29:00 PM | |
| MS Investor options trader says buy ONSL calls, says stock should test 100's ag | OnSale Inc. | 12/23/1998 08:44:00 AM | |
| I agree with most of what you said, however, I think you assume Amazon's margin | Amazon.com, Inc. (AMZN) | 12/17/1998 08:59:00 PM |
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