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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 674.96+0.9%Nov 25 4:00 PM EST

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To: Clint E. who wrote (15240)2/15/1998 4:42:00 AM
From: Johnny Canuck  Read Replies (1) of 68294
 
Hi Clint,

I hope you are enjoying your long weekend, no such luxury
in Canada. We don't have a President. : )

Can you ask Techie what the street thinks of the new head of Cabletron?
One of the guys on the CS thread made the comment that he was not
well respected as he cames from a marketing background rather than
a technology background. I am curious what Techie's read of the new
CS head was? I know he has a good reputation of handling merges
from his Nynex days, but that is about all.

CS has been getting some good press lately with the acquisition of
Yago. It was also mentioned on the CS thread that they may have
gotten some key technology from the DEC deal that the general
population does yet realize. It might be a dog worth keeping an
eye on.

LCCI reported weakness in Asia by the way. Their customers are
having problems getting letters of credits so they can pay LCCI.
LCCI is essential a contractor that handles telecommunication
infrastructure building. I am tried to get the conference call number
but investor relations did not call me back. I am hoping to get
a tape or a transcript. Asia-Pacific is 15 percent of LCCI's revenues.

biz.yahoo.com

Seimens seems unaffected by Asia so far:

biz.yahoo.com

Let's see what ADCT has to say on Tuesday. I don't expect any
negative surprises ,but I did not want to hold through earnings
so I took my profits on the trade. With option expiration coming
up, it is hard to say what the market mood will be. We have run up quite
fast on a lot of technology stocks.

Regards

Harry
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