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Strategies & Market Trends What happened to FBNA?

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To: TEDennis who wrote (4)	10/4/2000 4:40:13 AM
From: EL KABONG!!!	of 22

FBNA had its moment in time, though. It must have been the most popular spoof in SI history. I'm hoping the memory of the original fun-loving spirit will not be lost in the current atmosphere. Amen to that... KJC

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To: Bill Ulrich who wrote (2)	10/6/2000 9:32:32 PM
From: Tom C	of 22

Bill, It was unique. The feeling of being an early si adopter ( I almost wrote that I was an early adapter ) and the coming of the new millenium seem to come together. It was a great time to make friends. Fear is a great motivator. I wish I’d stockpiled stuff in my basement for the end of time. It seems like I have to go to the store every week to get stuff. A shelf full of beans and a ten gallon drum of cider seem like prudent things to have on hand. Tom

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To: TEDennis who wrote (4)	10/6/2000 10:14:54 PM
From: Tom C	of 22

Hey! Don't pick on CEO Tom! Thanks TED! When I signed your golden parachute agreement I knew the "Don’t pick on Tom" clause would pay dividends. Tom

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To: Tom C who wrote (6)	10/7/2000 1:27:26 PM
From: Bill Ulrich	of 22

Having heard that my namesake is now writing self-help books, I went shopping for one. After scouring Border's Self-Help section for hours and coming up empty-handed, I asked the clerk for assistance. She refused, citing that it would defeat the purpose. Sigh. I wonder what Yardeni's up to. Post Y2K Cookbooks? Recipes for Disaster, for the Next Generation? -MrB

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To: Bill Ulrich who wrote (8)	10/7/2000 4:12:04 PM
From: Tom C	of 22

Bill, I wonder what Ed Yourdon is doing. I considered him an opportunist before Y2K. Guess my opinion now. I'm still waiting for my post-Y2K weather report from Cory Hammer. Whatever these guys are doing I'm sure they are making more money then me. Tom

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To: Bill Ulrich who wrote (8)	10/7/2000 4:27:57 PM
From: Tom C	of 22

ON TOPIC Mr Softy is below 56. Anyone think this is a time to buy? I've never owned it. I don't usually buy a stock unless I feel that I can hold it for 5 years or more. Opinions welcomed! Tom

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To: Tom C who wrote (10)	10/9/2000 12:39:24 AM
From: Bill Ulrich	of 22

I haven't followed MSFT fundamentally to any depth lately for a specific comment. But, aren't they a penny stock? <gg> With the Naz falling below 3300 now, I think it's a little early in October to buy anything. Today's "good values" will be tomorrow's "screaming buys", and I'd wait to see how October fills out a little more. As an example, Kerry and I were discussing LU at 36 a few weeks ago. That really was a great price at the time—until it lost another 20%. And I coulda swore that 3.00 was The Bottom for WBVN, so when it hit 2.25, I ecstaticly jumped in. Today, it's really On Sale, at 1.75 Well...WBVN is more spec than the other two, but really, I'd wait till the traumatic bleeding slows down before buying anything.

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To: Bill Ulrich who wrote (11)	10/9/2000 1:16:17 AM
From: EL KABONG!!!	of 22

MrB, Let's be fair about it (Lucy). For a long time now, I've had a buy target on Lucy (LU) at 35. In all seriousness, I never really dreamed that I'd actually see that price. When the stock dropped to 36 5/8 (which at the time was a new 2 year low), I jumped all over it with both feet. In retrospect, I'd have been wiser to wait 'cuz I coulda got in under (way under) my original target of 35. But looking back on it now, based on the information that was available then, I'd still probably make the same decision. LU would appear to be a very good long term hold at the current trading range. I could be wrong, and it wouldn't be the first time. But my gut tells me that LU will be back in the not too distant future. Perhaps a few quarters or more may be necessary, but they'll be back. And, look on the bright side. I got lots and lots of shares of the spinoff, Avaya (AV). In its first week's debut, it went from 26 to 14 & change, so... <very wry grin> KJC

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To: EL KABONG!!! who wrote (12)	10/9/2000 2:31:08 AM
From: Bill Ulrich	of 22

I hope it didn't sound like I was criticizing that move. I, too, thought it had bottomed. Some people thought it would cut 30 — I wasn't one of them. <gg> I was referring more to Mr. Market's new Halloween persona—Vlad The Impaler. Long-term B/H should sit on the sidelines for a couple weeks (as with the last two), and see what happens next. -MrB "Did I say 25% off? How about 40% Off! No, #@&@# that — 75%* off!! Everything must Goooooooo!!!!"

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To: TEDennis who wrote (4)	10/9/2000 7:12:34 PM
From: Larry Brew	of 22

TEDennis, Thanks for the birthday regards over on HCDC. I clicked to see what stocks you were tracking and low and behold, FBNA LIVES. Me grumpy!! You bet, and I owe it all to FBNA. When I 1st started on SI, I stumbled onto FBNA. I tracked it considering to invest. Either you or one of your cohorts set me straight. One of those embarrassing moments on the board. Time flies when you're having fun. Larry

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