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Strategies & Market Trends : Technical analysis for shorts & longs

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Jan 5 4:00 PM EST

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To: Clint E. who wrote (18614)	12/1/1998 3:57:00 AM
From: Johnny Canuck	of 69500

Hi Clint, I am just dropping by for ADCT earnings. The conference call is at 1-888-298-2139. I don't have time to go over the numbers in detail. It looks like 18 percent revenue growth Y-Y and 26 percent income Y-Y. That is about in line with the 5 year growth rates, so no surprises there. There was weakness in Business Broadband connectivity and wireless. The wireless weakness was an execution problem though. The wireless BTB is 2.6. Gross margin increased. Homeworx is selling well. There 15 possible customers they can bid for in 1999 worldwide. Good growth is anticipated in cable telephony. It looks good for the first quarter of 1999 which is alway a strong Q for them. If you are looking for the actual text and drawings for the patents go to: patents.ibm.com All good product designers should spend some time on this site. There is no point investing time and money on a new design if it is going to get mired in patent disputes. There are better ways to spend your R&D dollars than on lawyers. I agreed on your apprasial on NN. They still need to get more RBOC business if they are going to grow their revenues in a big way. They still have not proven they can win RBOC business in a consistent way. Does anyone know what happened to ORTL today? It was up on low volume on a down day. They already pre-announced a lousy Q. I have a product release for the end of January for testing so I won't be around much. Ragards Harry

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