Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : DAYTRADING Fundamentals -- Ignore unavailable to you. Want to Upgrade?

To: Paul Viapiano who wrote (1676)	7/8/1999 12:48:00 PM
From: ynot	Read Replies (1) \| Respond to of 18137

Paul you are right, but the market may not know the difference Has anyone addressed the issue of 'moving' in sympathy yet? For example, MCOM, one I am short currently, is it wireless or inet? While this is not TA related it could be timely at market inflection points, i think ynot :)

To: Paul Viapiano who wrote (1676)	7/8/1999 2:44:00 PM
From: -	Respond to of 18137

Paul, I guess we use the term differently... I didn't mean a hardware/software OEM... all of the non-telco data networking providers I put under the umbrella of what I call the "networkers". Just looking at NEON's homepage, they do look like a client-server software integrator... strange mix of ERP, legacy app translation, firewalls, vertical applications -- too eclectic for them to be a true product company -- they are probably really just a re-spun systems integrator/reseller, trying to be a mini-HBOC. Those kind of firms fortunes rise and fall more with the strength of the networking companies, more than the software sector. Thanks for the additional info. Regarding MCOM, man that chart is amazing! They have been a local story here in Silicon Valley for 10 years... great wireless service. But, a tremendous bevy of competition is about to arrive across the country, and as noted, the nature of their wireless technology makes it very tough to build out nationwide. Good trading, -Steve