Phone.com [PHCM] Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Phone.com [PHCM]

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: ynot who wrote (354)	8/27/1999 12:40:00 AM
From: pat mudge	Read Replies (1) of 1080

**OT*** Short term I would put CMTO on your watch list. DOCSIS testing is complete this week and results will be announced on Sept. 2. They're expected to pass, so any rise in price and volume will indicate good news. (They missed last round and the stock got killed.)[next generation cable modems, contracts with all Paul Allen's MSOs, TCI and more. . .] AUDC has a small float and moves up and down in about a 10-pt range. It's pulling back right now. I don't do TA, so can't tell you where it'll reverse. All I know is that it moves fast when it starts. [VoIP, voice compression, H.323 patents. . .] NN is my largest position and management has stated it'll have significant news close to the annual meeting on Sept. 23. It's a long term play with far more upside than down. [ATM/IP networking gear, ASND close comparison. . .] These all pale compared to SDLI and JDSU. Both are energizer bunnies and only for experienced momentum players at these levels. [Fiber optic components for both terrestrial and submarine DWDM systems. . .] The next IPO to sell your first-born for is Akamai. Check their website for their management team. They don't get much better. [web caching/directory stuff. . . ] All in my opinion --- and a novice one at that. Pat

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next