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| Message | Subject | Recs | Date/Time (ET) |
| "Hardening the targets" has limited value. The WTC had elaborate security for e | AMERICA UNDER SIEGE: The End of Innocenc | 09/12/2001 12:01:15 PM | |
| perhaps the market is rethinking the Cisco valuation, which was ridiculous befor | Cisco Systems, Inc. (CSCO) | 09/26/2000 07:37:35 PM | |
| bingo. a direct hit. just happened to be browsing here, and could not resist p | George Gilder - Forbes ASAP | 09/07/2000 09:56:31 PM | |
| The stock market seems to agree with you about the first to market. YHOO certai | StorageNetworks, Inc. (STOR) | 09/07/2000 06:02:30 PM | |
| The definition of a pioneer is the fellow lying face down in the dirt with an ar | StorageNetworks, Inc. (STOR) | 09/07/2000 10:02:03 AM | |
| If you think the Red Herring article was negative, get a load of this one from a | StorageNetworks, Inc. (STOR) | 09/06/2000 02:44:11 PM | |
| Huh? Just to be clear, STOR is currently the largest SHORT position in my portf | StorageNetworks, Inc. (STOR) | 08/23/2000 11:29:20 AM | |
| No, the market cap to 2001 revenues is NOT 10x. It is closer to 100x! And that | StorageNetworks, Inc. (STOR) | 08/23/2000 10:29:08 AM | |
| excerpt from a Reuters story, mentioning STOR <i> Sanjay Lodha of Pictet Asse | StorageNetworks, Inc. (STOR) | 08/04/2000 03:25:16 PM | |
| <i> Bell: It's growing in all sectors. The projected growth in storage service | StorageNetworks, Inc. (STOR) | 08/02/2000 05:58:52 PM | |
| If future stock prices could be estimated by extrapolating from past stock price | Cisco Systems, Inc. (CSCO) | 08/01/2000 06:31:15 PM | |
| I was thinking about where Bear ranked in the analysis that Barron's published, | 1000% returns are cool !!! | 07/26/2000 01:12:17 PM | |
| What's so great about ILND? A broken IPO. they cut the price range, priced at | 1000% returns are cool !!! | 07/26/2000 12:55:08 PM | |
| Capstone is down pretty sharply today (about 10% down at the moment). The quiet | Capstone Turbine Corporation (CPST) | 07/26/2000 11:47:05 AM | |
| Where are the barriers to entry? I reviewed George Gilder's recommendation on | StorageNetworks, Inc. (STOR) | 07/25/2000 01:33:09 PM | |
| Gilder's recommendation likely accounts for the surge in this stock since its IP | StorageNetworks, Inc. (STOR) | 07/25/2000 01:18:36 PM | |
| Thanks for your insights about STOR. Re the acquisitions you believe will occur | StorageNetworks, Inc. (STOR) | 07/24/2000 11:25:17 AM | |
| I'll buy the argument that storage will be a rapidly growing market. What I do | StorageNetworks, Inc. (STOR) | 07/23/2000 12:41:55 AM | |
| Yess, I had seen mention of that factor. Is the George Gilder report posted on | StorageNetworks, Inc. (STOR) | 07/23/2000 12:34:52 AM | |
| Your points are well taken. Thanks for the response. But it seems to me that d | StorageNetworks, Inc. (STOR) | 07/21/2000 01:15:38 PM | |
| Market cap of this company ($14 billion)has surpassed the projected market size | StorageNetworks, Inc. (STOR) | 07/21/2000 12:33:20 PM | |
| Anything to add on VYYO since you posted the item back in Feb? It has since gon | Broadband Wireless Access [WCII, NXLK, W | 07/20/2000 04:56:06 PM | |
| Rupert-- Just came across your thread here. Your thesis as I understand it is t | Overlooked IPOs | 07/20/2000 04:14:16 PM | |
| Sharp drop. STOR was as high as $154 today. Now all of a sudden it is below $1 | StorageNetworks, Inc. (STOR) | 07/20/2000 03:45:52 PM | |
| I consider your observation a very important one. It ranks right up there in im | Krispy Kreme Doughnuts, Inc. (KKD) | 07/19/2000 12:02:16 PM | |
| Market cap is still VERY high compared to the projected revenues. The Goldmans | rediff.com (Nasdaq:REDF) | 07/14/2000 01:45:54 PM | |
| I would short it here if I could. But I cannot get it. | Krispy Kreme Doughnuts, Inc. (KKD) | 07/12/2000 12:24:54 PM | |
| I see 8 11/32 as a price. Glad I passed on this IPO. Usually you want to ask f | divine interVentures, Inc. (DVIN) | 07/12/2000 12:23:47 PM | |
| Where does the broker get the shares to lend? The shares have not even been del | divine interVentures, Inc. (DVIN) | 07/12/2000 12:18:15 PM | |
| Here is a chuckle, which is a typical example of what happens when reporters try | divine interVentures, Inc. (DVIN) | 07/12/2000 12:16:45 PM | |
| Nothing to do with the lockup--just the general valuation. Barrons' article poi | Krispy Kreme Doughnuts, Inc. (KKD) | 07/12/2000 12:07:18 PM | |
| I agree completely. Too bad you cannot short a stock for a couple of weeks afte | divine interVentures, Inc. (DVIN) | 07/12/2000 12:02:24 PM | |
| I agree with you that the market for residential units for alternative energy, s | Capstone Turbine Corporation (CPST) | 07/12/2000 11:52:32 AM | |
| <i>why should the other larger companies spend time developing a product when th | Capstone Turbine Corporation (CPST) | 07/12/2000 11:50:37 AM | |
| Looks to me like this is an issuer who is very particular about the IPO terms an | divine interVentures, Inc. (DVIN) | 07/07/2000 09:29:52 PM | |
| I can report a dozen attempts or so over the last few weeks to short KREM via DL | Krispy Kreme Doughnuts, Inc. (KKD) | 07/07/2000 09:26:08 PM | |
| <i>Competing microturbines may currently cost less than our model, but we antici | Capstone Turbine Corporation (CPST) | 07/07/2000 09:03:13 PM | |
| First mover advantage?? here is a quote from the prospectus <i>We may also | Capstone Turbine Corporation (CPST) | 07/07/2000 08:58:50 PM | |
| On the cost of the units, it looks like the 30 kilowatt units are selling around | Capstone Turbine Corporation (CPST) | 07/07/2000 08:36:24 PM | |
| I attended Edwarda's funeral and the burial afterward. She is buried in the fam | Pray for Edwarda. | 06/25/2000 11:14:00 AM | |
| She would have liked that! | Pray for Edwarda. | 06/24/2000 03:33:00 PM | |
| good idea. Maybe SI Bob could help in assembling posts so that they would make | Pray for Edwarda. | 06/23/2000 04:28:00 PM | |
| Nice post. Christopher, I was just reading over posts about Edwarda. I just h | Pray for Edwarda. | 06/23/2000 12:03:00 AM | |
| I feel awful. She was such a rare person. I have been stunned by the postings | Pray for Edwarda. | 06/19/2000 02:36:00 PM | |
| Anyone know more about the news conference scheduled for 11 am today (in about | Cisco Systems, Inc. (CSCO) | 06/06/2000 10:50:00 AM | |
| Fascinating story, although does not have anything to do with the issue of how | 1000% returns are cool !!! | 06/05/2000 11:39:00 PM | |
| Let me try it another way. we have all seen stories about how if one had just | 1000% returns are cool !!! | 06/05/2000 11:24:00 PM | |
| I see a problem with your system. Letting winners go and selling the losers is | 1000% returns are cool !!! | 06/02/2000 11:25:00 PM | |
| RIMM has certainly had a nice, sharp run up from $24 when you bought to $36 and | Research In Motion TSE RIM Nasdaq RIMM | 06/01/2000 08:39:00 AM | |
| That link had nothing to do with RIMM-just an ad for a newsletter. | Research In Motion TSE RIM Nasdaq RIMM | 06/01/2000 08:25:00 AM |
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