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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 (15261)2/21/1998 12:30:00 PM
From: Johnny Canuck  Read Replies (1) of 68292
 
Hello Clint,

>>.One casual comment she made a few weeks ago was
>>something about buying LU and CSCO and forgetting
>>about the rest.

They are both starting to look a little pricy at these levels.
They can't make a mistake. From a technology and management
point of view I have to agree with her though. I did find LU
management a little aggressive in some of their growth targets
in the last conference call. I am just starting to get a feel for the
management at LU.

>>. Barring any negative earnings report from DELL and
>>HWP, NAZ should make a new HI this week.

Nice call. Let's see if we move higher next week or consolidate
without the effect of options expiration.

>>BTW, Is there a Sally??!!!

Not that I know of. Interesting point about people that have their
origins in China. Traditionally, all the Lew's , Wong's etc come
from one specific village/region of the country. It is a throw
back to the agricultural based society. There is not a lot
of mobility in that society as you are tied to the land and the use
of the land is passed on from generation to generation.

There was no conference call re-play for ADCT. It looks like they
are changing their forward guidance. They now say they
see no weakness in the demand from the carriers. I have a
call into Robert Switz at ADCT as Beth at Investor Relations
could not answer my questions. I have not received a return
phone call yet. I am curious to know what was the major factor
for the short fall this Q and what is the basis for the change in
guidance.

What is your opinion on CIEN? I know you traded it for a while.
I tend to stay away from IPO's so I don't know any specifics on
this company. Do they have a presence in OC192? I know
that NT and LU both have aggressive OC48 and OC192 programs
going. Both companies reported good demand and good sales in the
D-WDM area. It looks like CIEN has the same problem as SPCT
as 75 percent of their sales comes from 2 customers.

Have a good weekend.

Harry
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