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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 686.96-0.1%Dec 30 4:00 PM EST

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To: j g cordes who wrote (34128)9/9/2001 1:53:19 PM
From: Johnny Canuck  Read Replies (1) of 69326
 
Hi Jim,

I will be checking by land line through out the trip by lap top. I will probably be travelling with only an older 486 I have though. I had some one tell me just recently that they had their lap top and all their recreation equipment stolen out of the trunk of their car while that were on a road trip. It seems that cars with out of state or province plates are great targets. Nothing spoils a trip faster that to lose all your gear. That is part of the reason I am travel fairly light on camera gear. Less can be more, you just have to know your equipment better to try to get the most out of it. Funny, I was in Montreal 2 weeks ago on business and have some computer gear packed in an old Bell and Howell camera case. They thought I was part of the Montreal film feastival, so I almost got to ride in the Limo they were using to pick up stars and filmn makers. It is about the only time I have had a benefit or almost benefit for travelling with a whole bunch of gear.

>>I'd have thought you'd try AVNX instead of AVCI?

The demand for systems has to improve before the demand of components can improve. AVCI at least provided guidance (10 percent Q-Q) and management up to now has been conservative.
The cash per share for AVCI is 2.86 cents.

AVNX new products will not start shipping to December and even then only a few new products will be released. I have the cash value of AVNX estimated at $2.98 cents ( assumes a 10 mil burn rate for this Q) so it has not reach my below or near cash criteria yet. I still like the company over a longer time frame, just not for the bounce. Given that I expect another re-test of the low next month I will wait for now.
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