Chat Log - September 10, 2001
All logs are the property of the site and cannot be shared outside of the site, additionally, Logs are not true copies of what was actually said in the various rooms, and in most cases are out of context, due to audio interaction and other non-logged room content. Logs are simply a added tool to help people get an idea of what topics and subjects were covered. All Logs are subject to editing and copy and pasting by outside sources and thus have always been 100% unreliable in their completeness and content.
[00:13] lakewood >> dmg- any update w/ Shepard or Bebel?
[00:21] peter >> Fabulous entertainment in the form of a lawsuit against CIAI from 1998 anthonypacific.com
[05:56] ogm >> Futures are looking UGLY
[05:57] ogm >> S&P futures down 9, alomst 13 points below fair value
[05:58] ogm >> Well below Fridays lows
[07:27] d2 >> RFMD increases guidance > Message 16323552
[07:28] d2 >> NIKKEI 225 * -321.10 10195.70 -3.05%
[07:29] d2 >> FTSE 100 -128.60 4941.70 -2.54%
[07:29] d2 >> XETRA-DAX -175.51 4555.16 -3.71%
[07:29] d2 >> CAC 40 -127.29 4286.22 -2.88%
[07:30] bond1 >> 3 wow. uglieeeeeee
[07:31] d2 >> yup for sure
[07:32] d2 >> SP futures -14.80 (-18.20 w/fv)
[07:33] d2 >> Nax futures -23.50 (-25.97 w/fv)
[07:33] bond1 >> 3 and its early
[07:34] d2 >> do you think greenspan opens his surprise rate cut book today (helpless gesture tho) ?
[07:35] bond1 >> 3 no waty
[07:36] bond1 >> 3 the US market is too high relative to the rest of the world
[07:37] d2 >> ok, let me call him back real quick
[07:37] bond1 >> lol
[07:53] ogm >> It will be interesting to see how the market will react to RFMD guidance
[07:53] ogm >> They are still only breaking even on this increase in revenues
[07:59] Rube >> morning
[08:14] +rhansen >> morning all
[08:15] Rube >> morning Bib
[08:15] Rube >> Bob
[08:18] +rhansen >> what poped medc friday?
[08:18] affable >> News Bob
[08:18] affable >> They also regurgitated the same the news for today. Check yahoo
[08:19] +rhansen >> cool
[08:19] +rhansen >> that is a good sign:)
[08:20] affable >> Yeah- Just waiting for that "CEO radio talk thing" before they finally bite the dust
[08:22] nico >> Futures bouncin
[08:23] +SEAN007 >> NICO!
[08:23] nico >> gm Sean
[08:26] +SEAN007 >> 07:56 ET RF Micro Device (RFMD) 22.31: Wireless communications chip maker raises guidance for Q2; RFMD expects to post breakeven results on revenues of approx. $91 mln vs consensus of estimates of -$0.04 and
[08:27] Rube >> QCOM upgrade
[08:29] +SEAN007 >> 08:27 ET Rambus (RMBS) 6.42: USA Today reports that the Federal Trade Commission is investigating Rambus, Sun Microsystems (SUNW), and Unocal Corp (UCL) for potentially illegally keeping patents secret while
[08:31] cowboybob >> what happened to the long room again?
[08:32] +rhansen >> . #longs
[08:32] +rhansen >> click that cowboy
[08:32] cowboybob >> wow, i got my own room
[08:32] +rhansen >> lol
[08:32] +rhansen >> I will make it permanent
[08:32] +rhansen >> the room i mean:)
[08:33] cowboybob >> don't make me the moderator, or you will be screwed for sure
[08:33] +rhansen >> :)
[08:34] +rhansen >> was looking at speakers this weekend, I was sold on the bose cubes till I listened to floor speakers again
[08:35] milliondollars >> LOOK AR ENERGY SPEAKERS
[08:35] +rhansen >> the cubes are nice as far as fit but they dont fill the room like I thought they did
[08:36] +rhansen >> i went with infinity million
[08:37] +rhansen >> how much are energys?
[08:37] +rhansen >> they look a bit expensive for my budget
[08:39] ogm >> RFMD is getting jammed
[08:39] ogm >> Break even results is nice but when are they going to make money ?
[08:39] +rhansen >> where are futures
[08:40] ogm >> SP -11.5
[08:40] ogm >> Naz 08
[08:40] ogm >> -8
[08:41] ogm >> RFMD has a 4 bil market cap, and now they say that they are going to break even on a whooping increase of revenues to 91 mil.
[08:41] ogm >> Whoopty freaking do
[08:41] +SEAN007 >> rofl
[08:42] +SEAN007 >> probably proforma
[08:42] milliondollars >> bob take a look at these speakers about the same price as bose energy-speakers.com
[08:43] +rhansen >> million, one of my requirements was that they be available in the U.S.:)
[08:43] +rhansen >> i was looking at that site
[08:43] milliondollars >> they are made in atlanta
[08:44] +rhansen >> hmmm, they dont show a US distributor
[08:44] +rhansen >> wait, i found them now
[08:45] milliondollars >> infinity are good speakers
[08:45] +rhansen >> This post by Deeber (Rags) is unfortunately very true. :(
[08:46] +rhansen >> This is very sad for rags:(
[08:46] d2 >> million, sorry we kept playing chat tag saturday re RDEN... you are probably right
[08:46] Eric81 >> wow
[08:47] d2 >> yes ,re rags , bob (: very
[08:47] milliondollars >> d2, rden
[08:48] milliondollars >> i don't believe the company can turn that fast
[08:48] Eric81 >> uc Q cuting forecast?
[08:48] d2 >> ok, thks million
[08:48] ogm >> I'm getting some RFMD in 25s
[08:49] Jetter >> rh, did you put up rags post? I dont see it
[08:49] +rhansen >> Message 16322497
[08:49] +rhansen >> it was in the broadcast
[08:50] +SEAN007 >> wow very sad
[08:52] Kris >> yes it is
[08:52] +rhansen >> If anyone wants to be in charge of a collection for him I would contribute to it, i cant be in charge of it though
[08:53] d2 >> european markets are down between 2.5% and 3.3% this morning
[08:53] +rhansen >> japan is fubar d2
[08:53] +rhansen >> FUBAR
[08:53] d2 >> yup it is > NIKKEI 225 * -321.10 10195.70 -3.05%
[08:54] Kris >> anyone hear of Coolcat Report? do they move stocks at all?
[08:54] +rhansen >> japan going to be 4 digits soon
[08:54] d2 >> also watching for heavy raindrops
[08:54] Kris >> 08:40 ET PolyMedica (PLMD) 13.00: Company reaffirms Q2 and full yr revenue guidance. Because PLMD expects to incur unusual legal and related expenses in the current qtr and because of uncertainty related to adminis
[08:54] Jetter >> Japan must be getting ready for the opening of the bank books later this month
[08:55] milliondollars >> xmsr was just on CNN
[08:55] milliondollars >> hyped
[08:55] d2 >> aloy was hyped earlier by some fool on cnbc
[08:56] +Crav >> hi kris..im very familiar with the coolcat report
[08:56] +Crav >> he doesnt move stocks
[08:56] +Crav >> subscriber base is pretty low
[08:57] +Crav >> coolcatreport.com
[08:57] bond1 >> 3 rags wow
[08:57] d2 >> crav/bob/anyone, when do we switch from "u" to "z" on our futures watch... sometime this week ?
[08:58] +Crav >> thursday
[08:58] +Crav >> we move from U to Z
[08:58] d2 >> thanks
[08:58] d2 >> crav, how much will it snow in NY on Jan 15, 2002
[08:58] d2 >> :)
[08:58] +Crav >> my souces say no
[08:58] d2 >> g
[09:01] Kris >> crav...thnx
[09:05] thefish >> American Coin Merchandising (AMCN) is saying it has agreed to be acquired by a newly-formed corporation made up of Wellspring Capital Management and Knightsbridge Holdings for $125 million, including debt assump
[09:06] d2 >> Realtime "Indicative Dow" values were suppose to start today at 3am (based on German trading)... I can not find them tho
[09:06] milliondollars >> ex=employee claim CNC is a scam
[09:07] milliondollars >> washington post
[09:07] milliondollars >> hiding bad loans
[09:07] thefish >> never knew mr. pink was employed by CNC :)
[09:08] milliondollars >> he did
[09:08] milliondollars >> thefish, who told you
[09:09] thefish >> just guessing
[09:09] milliondollars >> trying to short some rfmd
[09:10] milliondollars >> looking to break-even with a 4 nillion dollar market cap
[09:11] doorman >> RH - would be nice if Chat Logs went back to at least previous trading day - in this case 9/7. Just returned from vacation and would like to catch up...
[09:12] milliondollars >> doorman you didn't miss anything but some good trades
[09:13] doorman >> thx million - trying to read up on LCBM
[09:16] milliondollars >> lcbm looking to get fda overturn
[09:17] Kris >> million i thought they did...that is what caused the run-up/
[09:17] milliondollars >> i think the decision final comes in 2 weeks
[09:18] Kris >> what did they get preliminary decision ?
[09:18] milliondollars >> i think so
[09:19] doorman >> got the FDA dispute panel to give unanimous thumbs up but needs to have FDA agree which is likely
[09:19] Kris >> doorman...ru short LCBM?
[09:20] milliondollars >> fda should give approval
[09:20] +Crav >> approval is certain
[09:20] +Crav >> with that overwhelming vote
[09:21] Kris >> you guys think approval is priced into stock...or may get a FDA pop?
[09:21] milliondollars >> so is this sell the news
[09:21] Kris >> million eggs
[09:22] doorman >> no Kris - missed the market the last week - looking at shorting LCBM today
[09:23] Eric81 >> that was only a 'dipute-resolution board'... the earler board recomenned rejection. The FDA still has to aprove it and it is NOT cetrtain and is why it is a cell, i belive
[09:23] Eric81 >> call
[09:24] devo >> doorman LCBM...good choice
[09:25] tjrideout >> If I recall correctly anthony said on Friday that dispute resolution panel was headed by an intern and that decision will get overturned by FDA
[09:25] Eric81 >> correct
[09:27] Henk >> DUCT back to 4.00? is this a good entry as I missed the last one
[09:28] DMG >> comparison of VIX and market bottoms over time... VIX leads by 6+ weeks.. bearforum.com
[09:29] +SEAN007 >> hardly a real study
[09:30] devo >> LCBM dropping nicely
[09:33] chris431 >> AEOS 21s
[09:33] ogm >> PMCS 24s
[09:33] shothemoney >> thats a crazy post...rags....
[09:34] Jetter >> hey skil... where you going?
[09:35] chris431 >> dang SKIL
[09:35] +ACS_101 >> back where he belongs, Jet
[09:35] mweka >> 4 MCOQE 5 is trading.....
[09:35] doorman >> Crav - are you short LCBM?
[09:35] Jetter >> yea finally acs..
[09:35] Kris >> KKD 27's
[09:36] +rhansen >> morning acs
[09:36] +Crav >> yes door
[09:36] +ACS_101 >> yo rh
[09:36] Kris >> VRSN getting juicy again
[09:36] anthony >> morning
[09:37] +rhansen >> morning
[09:37] +SEAN007 >> SOX green
[09:37] Jetter >> skil... holy sh@t
[09:37] chris431 >> damn jetter..SKIL sure hasn't been waiting around....
[09:38] chris431 >> guess my start the slide cover of my last SKIL before moving accounts did it
[09:38] anthony >> jetter congrats on skil
[09:38] Jetter >> thks, I know you still have some
[09:39] Jetter >> another 6 month short finally pays
[09:39] JP_Trapper >> rhan, hwat happened to broadcasts and portfolios
[09:39] +SEAN007 >> QQQ green
[09:39] +rhansen >> nothing jp
[09:40] JP_Trapper >> I done have them
[09:40] +rhansen >> no links?
[09:40] milliondollars >> qcom to $400
[09:40] JP_Trapper >> no
[09:40] +Crav >> anthonypacific.com
[09:40] +rhansen >> try refreshing
[09:40] +Crav >> anthonypacific.com
[09:40] JP_Trapper >> will do rhan thanks and thanks crav
[09:41] chris431 >> rh....also note the Futures link no longer works....it moved to cme.com
[09:41] ogm >> Naz looks weak
[09:41] +SEAN007 >> NIce wait on SKIL guys!
[09:43] +SEAN007 >> x
[09:43] ogm >> Naz ndl
[09:43] Kris >> die PFE
[09:44] milliondollars >> TONY, congrats on breaking the bank in veagas on that CHARGEs bet
[09:44] Kris >> die VRSN
[09:44] ogm >> RFMD ran out of buyers
[09:44] anthony >> ...hey everyone can some one get me some quoptes on stuff my DSL was turned off and My blomy aint workin on dial up yet
[09:44] anthony >> yet..thnx
[09:44] Parnell >> shoot
[09:45] Parnell >> symbol?
[09:45] lakewood >> bang
[09:45] DMG >> MEDC 17.89, PLMD 12.6
[09:45] bond1 >> 3 sure ap..2.35 4.10 1 64
[09:45] anthony >> Just a little note , i know you all remember rags from the site...well he lost his leg in a motorcycle accident
[09:45] anthony >> above the knee
[09:45] JP_Trapper >> no
[09:45] mweka >> that is horrible.....
[09:45] Parnell >> the one that was stolen?
[09:45] mweka >> terrible shame
[09:45] Jetter >> wooo hooo.... every skill share I have now is green...
[09:45] DMG >> and he's still bitter about the A@P site.
[09:45] anthony >> we confimed that it really happenbed
[09:46] petewitt >> nas= -17.51 dow=-108.28
[09:46] Parnell >> wow
[09:46] anthony >> i dont know which bike he was on
[09:46] DMG >> AP, Futures gapped down, ran up to close gap, then reversed.. fell below open gap. Now rising again.
[09:46] chris431 >> congrats jetter
[09:46] petewitt >> shame a kid his age
[09:47] VincentTH >> Tony, lost in the quotes is the fact that MEDC has no volume (80K so far)
[09:47] Parnell >> MEDC At 9:47 Vol 80,800 Op 18.01 Hi 18.75 Q Lo 17.84 Q Prev 17.97
[09:47] anthony >> OK im gonna try and reboot right now
[09:47] anthony >> ill be right back
[09:47] NICK >> HOW OLD WAS HE?
[09:47] NICK >> sorry
[09:48] +SEAN007 >> very sad
[09:48] max >> hes still alive, just lost his leg nick
[09:48] Parnell >> nick you mean is
[09:48] NICK >> yes :)
[09:48] Parnell >> and please! no jokes about ass kicking contests
[09:48] +SEAN007 >> MSFT green
[09:49] max >> QCOM green
[09:50] nico >> PolyMedica's core business remains strong with increased demand for diabetes and respiratory supplies from a growing base of loyal customers.
[09:50] nico >> dead one ?
[09:50] doorman >> filled LCBM @ 9.2
[09:50] steveh >> nice hit doorman
[09:50] doorman >> hope so -)
[09:50] petewitt >> stem still falling sh@t
[09:52] +SEAN007 >> NDX green
[09:52] Presence >> Bot some BVSN 1.10 on Forbes writeup
[09:52] +SEAN007 >> 09:47 ET E-Learing : Group gaps down in reaction to Needham & Co sector downgrade. Firm lowers the following stocks to HOLD from Buy: SMTF (-16%), SKIL (-16.5%), DCNT (-6%), DTHK (-2%).
[09:53] thefish >> panic buying setting in
[09:54] ogm >> Desperate bounce attempt
[09:54] DMG >> VIX 36.94
[09:54] anthony >> is the vis climbing
[09:54] petewitt >> vix= +2.58 @ 36.94
[09:55] DMG >> no VIX dropping
[09:55] petewitt >> nas green though
[09:55] ogm >> Qwest just cut capex spending for the next year from 7.5 bil to 5.5 bil
[09:55] ogm >> Good reason to buy more CSCO
[09:55] ogm >> Lets bounce
[09:55] petewitt >> vix=+1.30
[09:56] petewitt >> 1.18
[09:56] petewitt >> nas =3.06
[09:56] anthony >> hey goshort u here?
[09:57] goshortu >> mas tequila
[09:57] chris431 >> WOW SKIL 19s
[09:57] goshortu >> por favor
[09:59] doorman >> Tony is your rationale on shorting LCBM primarily technical (50% rise on large vol) or substantive (think FDA may not support the unanimous decision by the Dispute Panel)? tia
[10:00] DMG >> dssc.com
[10:01] +SEAN007 >> DOW going green
[10:01] anthony >> today is a perfect day to take a vacation on
[10:01] Salogan >> huh?
[10:01] anthony >> from
[10:02] steveh >> ?
[10:02] anthony >> today is a perfect day to take a vacation from
[10:02] petewitt >> ?
[10:02] anthony >> nothin moving enough to matter and nothing tankin
[10:02] steveh >> except skil - congrtats Kris
[10:03] anthony >> skil is a m,anip to no end
[10:03] anthony >> they walked it up tpo do the deal
[10:03] +SEAN007 >> ok on Tony advice Im heading back to the beach!
[10:03] anthony >> and then cut it to finish the public screwin g
[10:03] VincentTH >> I am heading back to the bed
[10:03] petewitt >> Sean what beach?
[10:04] anthony >> if you feel bad about the skil call..then please refer to the longs who probably feel worse
[10:04] aplongman >> it was a classic (skil)
[10:04] anthony >> 2 BN 6:12 SkillSoft Corp. Cut to `Hold' at Needham & Co.
[10:04] anthony >> absolutely classic
[10:04] +ACS_101 >> I am not holding my SKIL any longer, thank you needham LOL
[10:04] aplongman >> to answer your question from friday morning...Yes
[10:05] anthony >> what was my question?
[10:05] anthony >> by the way i almost busted my ankle saturday night
[10:05] anthony >> in vegas
[10:05] aplongman >> yes i was still a little wooosey from night before
[10:05] aplongman >> how
[10:05] anthony >> oh yeah i knew that
[10:06] anthony >> i slipped down some stairs
[10:06] aplongman >> ok a lot
[10:06] +SEAN007 >> better than losing a leg
[10:06] bond1 >> 3 ap. got the lastname
[10:06] anthony >> and hit he ground hard
[10:06] goshortu >> were you dancing?
[10:06] anthony >> i thought it was busted
[10:06] aplongman >> and now
[10:06] anthony >> no..went top the hospital for x rays
[10:06] aplongman >> how is it
[10:06] anthony >> im ok
[10:06] goshortu >> holy shite
[10:06] aplongman >> cool
[10:06] steveh >> wetfloor lawsuit?
[10:06] anthony >> got a really poainful swelkling
[10:07] steveh >> ;-)
[10:07] lakewood >> stairs., that's his story, and he's stickin too it
[10:07] DMG >> dssc.com
[10:07] anthony >> i think it was the lack of lighting and wet floor
[10:07] steveh >> ah ha!!
[10:07] Jetter >> who feels bad about skil?
[10:07] +ACS_101 >> oh dear, sounds very negligent on management's part
[10:07] Salogan >> *
[10:07] lakewood >> ss 50% - the stair story
[10:07] goshortu >> that sux!!
[10:08] steveh >> SKIL - I do. Wish I stayed short
[10:08] JP_Trapper >> lol lake
[10:08] anthony >> dude....yep
[10:08] steveh >> good one lakewood
[10:08] DMG >> dssc.com nice squeeze..
[10:08] petewitt >> why weren't you wearing cacoon ?
[10:08] anthony >> left my caccooon at the door
[10:08] goshortu >> had no idea, sorry dude
[10:08] anthony >> dude its ok
[10:08] anthony >> no worries
[10:08] anthony >> felt bad about not being able to go look for ya
[10:09] goshortu >> fack, it was fun till then
[10:09] anthony >> and my phone wa sdead
[10:09] anthony >> got hom,e at 6 am
[10:09] anthony >> yep it was great
[10:09] anthony >> ...much better now
[10:09] anthony >> we will be back
[10:10] goshortu >> the patron should come with a disclaimer
[10:10] anthony >> ok so whats looking good
[10:10] shothemoney >> tony..over the weekend sound advice(local electronics store)ran ads for both xmsr and siri...
[10:10] thefish >> BEAS had a positive mention in Barron's over the weekend, as did MOT, ISIL, RSTN, PRGN, FMKT and GOTO
[10:10] anthony >> goshort call me after the close
[10:10] anthony >> or ill call you
[10:10] goshortu >> k
[10:10] anthony >> coo
[10:10] shothemoney >> xmsr...full page....siri....bout 1/8 of a page...
[10:11] petewitt >> local tv here hyped sat radio also both co.'s
[10:11] Kris >> VRSN at lod....gonna go red
[10:11] anthony >> whats goin on with xmsr?
[10:11] anthony >> the launcgh is wed
[10:11] Kris >> -.05
[10:11] anthony >> XMSR launch is wed
[10:11] anthony >> Ok i have bloomy
[10:11] anthony >> thnx all
[10:12] anthony >> Yesterday was the first time i won in vegas more than peanuts
[10:12] anthony >> played black jack for 3 hours
[10:12] NICK >> send half
[10:12] aplongman >> this economy has a long way it can still go down...no pain out there
[10:12] steveh >> maybe you shjould sprain your ankle everytime you go?
[10:12] petewitt >> where is Pres?
[10:12] bond1 >> 3 is this the cafe?
[10:12] bond1 >> lol
[10:12] mweka >> 5 and?
[10:12] anthony >> vegas wasnt as crowded as i expected
[10:12] Kris >> you would think
[10:13] anthony >> oh shsuhs
[10:13] anthony >> get me agapper and ill talkm baout it
[10:13] bond1 >> 3 ap i got trevors name
[10:13] anthony >> gapper
[10:13] anthony >> ok bondo
[10:13] anthony >> callin ya
[10:14] milliondollars >> crav, whats the deal with MOSY
[10:14] Kris >> NVDA nlod
[10:15] anthony >> I wont 64,000 Bucks
[10:15] anthony >> if any one was curious
[10:15] steveh >> Really???
[10:15] anthony >> yes really
[10:15] steveh >> WOW!
[10:15] +ACS_101 >> Tony!
[10:15] Jetter >> just with blackjack?
[10:15] Presence >> petewitt = here
[10:15] bond1 >> 3 rhan cnbc feed down? |
