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<DIV><FONT color=#000000></FONT><FONT color=#000000><FONT size=3>I'm hoping that
someone has some direct experience with this service specifically for classes of
securities that might go through a sequence of symbol changes, e.g. from
the original symbol to a new symbol, then eventually back to that same original
symbol. This is not as far-fetched as it initially sounds. One example <FONT
color=#000000>is when the SEC appends a "D" for 30 days after a stock
split for Bulletin Board stocks.</FONT></FONT></FONT></DIV>
<DIV><FONT color=#000000><FONT size=3></FONT></FONT><FONT
size=3></FONT> </DIV>
<DIV><FONT color=#000000><STRONG>BACKGROUND: </STRONG></FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000>I have a question on how The DownLoader (I am using
v6.52) works with Reuters DataLink when securities have a symbol change. I will
pose a hypothetical Over-The-Counter Bulletin Board (OTC BB) stock with symbol
"ABCD" but the question applies to other classes of securities as
well. </FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000>The SEC is currently going through a process of
requiring OTC BB companies to file financial information. During one stage of
that process if the filed forms are not completely acceptable to the SEC an
"E" is appended to the company's stock symbol and the company has a
certain period of time to supply amended information. If the SEC approves the
amended filings the "E" is removed and the company then is considered
a "reporting" company. Companies that do not pass this process or
which do not file any information are delisted to the Pink Sheets.</FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000>A user determines that a symbol has changed by
inspecting the Reuters DataLink Collection Report/Additional Information/Details
to list the Security Report. DataLink does not automatically change the
symbols, so the user must change them manually in order to continue getting data
for that security. The problem with the OTC BB stocks is that, if one is
attempting to follow a large number of them, too much time is required to
manually keep adding and deleting E's. In the following hypothetical example it
is assumed that the user <FONT color=#0000ff><STRONG>DOES NOT MAKE
</STRONG></FONT>the manually required symbol changes to his data
files.</FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000>Hypothetical Example:</FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT
color=#000000><STRONG>DATE</STRONG>
<STRONG>STOCK SYMBOL DATALINK
RESULT</STRONG></FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000>Prior<BR>to
11/01/99
ABCD
DataLink recognizes ABCD and supplies EOD
<BR>
data for it</FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000>11/01/99
through
ABCD<FONT
color=#ff0000><STRONG>E</STRONG></FONT>
DataLink gives error message that ABCD has
<BR>11/28/99
changed to ABCDE and no data are
downloaded
</FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000>11/29/99
and
ABCD
???????????<FONT color=#ff0000><STRONG>What Happens
Here</STRONG></FONT>?????????????<BR>subsequent days</FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000><STRONG>QUESTION: </STRONG>If I do not make the
manual changes to symbols of my OTC BB data files but continue to attempt to
collect daily EOD data for <STRONG>all</STRONG> the stocks in my OTC BB
directory/folder (some with E's, most without), will DataLink
<STRONG>eventually</STRONG> fill in all the missing data for the periods where
stocks had the "E" appended, once the "E" is dropped?
</FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV> </DIV>
<DIV><FONT color=#000000>Charles Kalb<BR><A
href="mailto:chaskalb@xxxxxxx";>chaskalb@xxxxxxx</A></FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV></DIV></BODY></HTML>
</x-html>From ???@??? Fri Jan 14 10:22:22 2000
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From: "Charles Kalb" <chaskalb@xxxxxxxxxxxxx>
To: <metastock-list@xxxxxxxxxxxxx>
Subject: Reuters DataLink and Symbol Changes
Date: Thu, 13 Jan 2000 22:28:00 -0600
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<DIV>
<DIV><FONT color=#000000></FONT><FONT color=#000000><FONT size=3>I'm hoping that
someone has some direct experience with this service specifically for classes of
securities that might go through a sequence of symbol changes, e.g. from
the original symbol to a new symbol, then eventually back to that same original
symbol. This is not as far-fetched as it initially sounds. One example <FONT
color=#000000>is when the SEC appends a "D" for 30 days after a stock
split for Bulletin Board stocks.</FONT></FONT></FONT></DIV>
<DIV><FONT color=#000000><FONT size=3></FONT></FONT><FONT
size=3></FONT> </DIV>
<DIV><FONT color=#000000><STRONG>BACKGROUND: </STRONG></FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000>I have a question on how The DownLoader (I am using
v6.52) works with Reuters DataLink when securities have a symbol change. I will
pose a hypothetical Over-The-Counter Bulletin Board (OTC BB) stock with symbol
"ABCD" but the question applies to other classes of securities as
well. </FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000>The SEC is currently going through a process of
requiring OTC BB companies to file financial information. During one stage of
that process if the filed forms are not completely acceptable to the SEC an
"E" is appended to the company's stock symbol and the company has a
certain period of time to supply amended information. If the SEC approves the
amended filings the "E" is removed and the company then is considered
a "reporting" company. Companies that do not pass this process or
which do not file any information are delisted to the Pink Sheets.</FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000>A user determines that a symbol has changed by
inspecting the Reuters DataLink Collection Report/Additional Information/Details
to list the Security Report. DataLink does not automatically change the
symbols, so the user must change them manually in order to continue getting data
for that security. The problem with the OTC BB stocks is that, if one is
attempting to follow a large number of them, too much time is required to
manually keep adding and deleting E's. In the following hypothetical example it
is assumed that the user <FONT color=#0000ff><STRONG>DOES NOT MAKE
</STRONG></FONT>the manually required symbol changes to his data
files.</FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000>Hypothetical Example:</FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT
color=#000000><STRONG>DATE</STRONG>
<STRONG>STOCK SYMBOL DATALINK
RESULT</STRONG></FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000>Prior<BR>to
11/01/99
ABCD
DataLink recognizes ABCD and supplies EOD
<BR>
data for it</FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000>11/01/99
through
ABCD<FONT
color=#ff0000><STRONG>E</STRONG></FONT>
DataLink gives error message that ABCD has
<BR>11/28/99
changed to ABCDE and no data are
downloaded
</FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000>11/29/99
and
ABCD
???????????<FONT color=#ff0000><STRONG>What Happens
Here</STRONG></FONT>?????????????<BR>subsequent days</FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV><FONT color=#000000><STRONG>QUESTION: </STRONG>If I do not make the
manual changes to symbols of my OTC BB data files but continue to attempt to
collect daily EOD data for <STRONG>all</STRONG> the stocks in my OTC BB
directory/folder (some with E's, most without), will DataLink
<STRONG>eventually</STRONG> fill in all the missing data for the periods where
stocks had the "E" appended, once the "E" is dropped?
</FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV>
<DIV> </DIV>
<DIV><FONT color=#000000>Charles Kalb<BR><A
href="mailto:chaskalb@xxxxxxx";>chaskalb@xxxxxxx</A></FONT></DIV>
<DIV><FONT color=#000000></FONT> </DIV></DIV></BODY></HTML>
</x-html>From ???@??? Fri Jan 14 10:22:26 2000
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Status:
Thank you everyone for your support in advance for this project. Hopefully we
will find a way to effectively distribute this potentially valuable
information.
I will keep you informed.
Dan Smith
P.S.
I will be teaching a seminar in Denver this weekend. If any CD member is in
the area and wants to get together after the seminar or come by to watch
please call Victor Banks, American Seibukan Karate (303-421-3788). I will be
there Friday afternoon and night. All day Saturday and the seminar is over at
5:00 p.m.
Hope to see some of you.
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