Dude, dig the hole deeper lol, anyone can go over to ragingbull and read your posts from '99. Hopefully you get how stops work now ;),
I did, here are a few of my posts, NMSS, Long at 10 sold over 100, why I liked it?:
ragingbull.lycos.com
2 late...
PM ..nmss, nice run why'd you like it?...
Arms Merchant for telco voice and network interfaces. They
basically sell hardware boards and network interface software that people like lucent, nortel, and component integrators use to build full solutions. They were the primary competitor to dialogic. They have IP (internet) network interface cards that allow existing telecom networks to hook up with internet networks, they also have SS7 (system signalling 7) cards & stack - complex
protocol for controlling telecom networks - getting very hot as people try to control internet networks to interwork with existing telecom networks. Intel bought dialogic, because intel is moving up-market - it is trying to migrate from raw mother board and chip manufacturing into more integrated full solutions (mother board and
chips becoming commodity). Witness Intel's web servers, web gear, and all the other stuff they are trying to do. Well dialogic had the technology to integrate voice and telecom network interfaces into Intels's vision of the future. NMSS is a great aquisition target, and the only remaining voice/network component arms merchant of any
value.
Hope this helps- if not I can elaborate further.
Sharck
Here is what I said about SPWX, called at IPO, 2 weeks later, it was over $120:
ragingbull.lycos.com
Speechworks is an independant caller voice rec, not caller dependant, very cool stuff, and deals with AT&T and a few airlines are just taking off... Plus they gaurentee their work, customers like them better than NUAN 2 to 1. I have been long SPWX on IPO and daytraded it on a box, ie long spwx and ss nuan but two pt trailing stops each way, as NUAN does get support at 5 dma. (Out SPWX at 105).. Technology will demand non-interferance keyboard-less interface and these guys have the solution. I like them so much I made a song, Speachworks for me, speachworks for you, speachworks for everyone.... Mad about SPWX.... Makes a great christmas gift idea too,,,, Order for home delivery..
FONX is text to speach, NOT voice rec, though their connections with NUAN make them a potential takeover so I picked some of them up too. Aren't many players in this growth sector, so perhaps it doesn't matter which one you follow...
Trade smart,
Sharck
ROWE had a great run too: ragingbull.lycos.com
Just check their announcements - very consistent solid progress in a specific sustainable niche, with a market access of $billions. I attended a venture capital community event,
the EVP and CFO was presenting to fledgling entrepreneurs about how they (Rowecom - rowe) grew.
Their business model is sound and unquestionably sustainable if you believe more business to business e-commerce will dominate the real transaction money on the web. The ROWE
solution offers value, and I like companies that offer value, especially if they have a solid management team, and are in a growing market, and are the leader in their segment.
Here's what they offer (and they are the only people offering it):
1. Large corporations use their service to purchase all knowledge materials (books, magazine subscriptions, etc.) over the web.
2. Web interface for those corporations to search and order the material, but also interfaces that allow the corp. to see what's been ordered, by who, and if there are already existing subscriptions within the company. Most corporations may order 2,3,4, 5 or more duplicate subscriptions, books, etc.
The rowe system consolidates purchases and order tracking, and also simplifies (reduces the amount of time) everyone in the company spends on doing all this stuff.
3. They make money on both ends - their supplier side sales, and from the customers - in fact, they first offered the service free to customers (the business model could sustain it), however - as with any free service, people are sceptical "there must be a catch somewhere" or "the service will be terrible"...so they started charging for it. Since then moving real fast.
Their partnerships and customers are top tier. BNBN chose to partner not to compete.
Where's the competition - currently to the best of my knowledge, none). Can others come into this market and compete? Sure, and they
will. All sweet markets draw competition - that's good not bad. The Yahoos and other "knowledge" material retailers can play if they build the surrounding software for the administrative components that corporate customers are looking for. Like the corporate sales model which I feel I different from what the Yahoos of the world currently do.
All in all, a pretty compelling story.
Sharck
How about this one:
ragingbull.lycos.com
OK time to come clean, least anyone reading this chat-line might get the wrong idea. AKAMAI offers real solutions and speed in data transfer in the B2B industry. This very well could be one of the biggest IPOs this year. Good luck to anyone lucky enuf to pick them up pre-mkt.
Sharck
AKAMAI, was the biggest IPO in history:
finance.yahoo.com
Dont forget how I predicted that JDS Fitel would be the biggest stock in history, it was: ragingbull.lycos.com and that it would buy out OCLI, ragingbull.lycos.com it did, Dear missing something,
Nope you pretty well got it right on the $. At the time of merger, OCLI will get their .9* worth of shares based on the pre-split level. If at any time btn then and now, OCLI is trading below that ratio, buy it, when its above, buy JDSU. Simple as pie. Understanding ofcourse, there is always a chance JDSU might be trading lower at time of contract. I played JDS-Fitel/Uniphase, NCT/CIT, and ASCEND/DISCREET LOGIC deals exactly the same way, with good results...
Sharck
Uniphase, and ETEK, and OCLI and SDLI... ragingbull.lycos.com
Merger is a done deal, yes by buying OCLI, you get JDSU at a discount. The only reason it isn't a pure arb is that the price of JDSU may not be where it is today, in other words, there is no gaurentee it will be trading at 200 come the merger. If you are daytrading this, then you bring out the calculator, and buy the discounted one, right now it's OCLI...
Peace out
Sharck |
