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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: isdsms who wrote (2836)	7/9/1999 9:01:00 AM
From: Night Writer	Respond to of 12663

Interesting comments from another source. Bull Talk for Thursday, July 08, 1999 TODAY'S NEWS, TODAY'S TALK YAHOO INC The tone on the thread of Yahoo (YHOO) consisted of shareholders scratching their heads and chart watchers searching patterns for clues to the near-term direction of the Web portal giant's share price. "Looking at the charts, it appears that the Net stocks are experiencing lower highs and lower lows," was trader2000's technical interpretation of the what lies ahead. "This 'run-up' before earnings wasn't a run-up at all," added trader2000. "All Net stocks recovered like YHOO. This is it," he exclaimed, "it will go down now for two weeks. History has proven it all the time with YHOO. Given that, people will sell and sell short - it is self-fulfilling at this point." See full message at ragingbull.com or respond to message at ragingbull.com. MINDSPRING MindSpring Enterprises (MSPG) jumped up today. News that the company cancelled a meeting next week with analysts created a stir on its Raging Bull message thread about a possible merger. "A combination with Excite@Home (ATHM) or Lycos (LCOS) or Microsoft (MSFT) would be HUGE for us!" declared rydlar in post #954 this afternoon. "Now, what kind of combination are we talking about?" rydlar asked. "Being taken over, I can't see that, unless Microsoft wants to expand the MSN. Portal services offered through Lycos would provide services for customers, and Excite@Home is surely th future of broadband. Any way you put it, I like it!" See full message at ragingbull.com or respond to message at ragingbull.com. SOLECTRON Elsewhere in technology, DESERTDOC told riokbeetle in note #24 he was baffled as to why there were so few messages for Solectron (SLR). "Buying continues in SLR," DESERTDOC said, "it is solidly in the 60's trading range. I know from personal experience (my work a few years ago) that this is an outstanding company. I mean a company that turns out QUALITY for the best price, so it is a top choice to manufacture electronic boards for leading companies. I can sleep at night with this one." See full message at ragingbull.com or respond to message at ragingbull.com. SDL, INC Meanwhile, the semiconductor sector rebounded sharply as the Philadelphia Semiconductor Index, which is up 38% year-to-date, tacked on another 2% to a record high. Intel (INTC) paced the commodity chip producers. Novellus (NVLS) charged ahead to lead the capital equipment providers, while SDLI (SDLI) was a star among performance and specialty chip makers. "Just picked up some SDLI on this pull back from the low 60s to complement a UNPH position I have been long for awhile," Dowjobber told savvy chip-stock investor kalicokat in note #85 last Tuesday. "My chart is indicating SDLI is consolidating and I like the top and bottom line growth of this stock. I get the Gilder Tech report, and will try to keep you and the board advised if Saint George mentions SDLI in his reports." See full message at ragingbull.com or respond to message at ragingbull.com. HOT QUOTE OF THE DAY "NDB would not want to issue..." "Common sense tells me that NDB would not want to issue their earnings announcement on Friday AFTER HOURS. After hours would force the market to wait an entire weekend before reacting to the news.." Read and Post your thoughts at ragingbull.com. TODAY'S RAGING BOARD Another medical site player? CBS will take a 35% stake in Medscape. Can the site compete with Healtheon and drkoop.com? Post! at ragingbull.com