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.

Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: Tunica Albuginea who wrote (12297)	7/15/1999 12:17:00 PM
From: New Economy	Read Replies (2) \| Respond to of 18016

Brokerage positions indicate that Yorkton and Midland are starting to buy (they sold into the flush the past couple of days). We just experienced Yorkton covering short positions as large blocks were bought by Yorkton @ 39.50.

To: Tunica Albuginea who wrote (12297)	7/15/1999 4:05:00 PM
From: pat mudge	Read Replies (4) \| Respond to of 18016

The big battle of course is AOL v. AT&T. It would seem to me that even if open access is granted you would be in even greater need of ATM switches to control traffic from the maddening crowd of gazillion ISPs that want to get on board. ATM will manage almost everything: DSL, Cable, Wireless, IP --- it's the most under-appreciated technology out there. Okay. . . I really do have to run. . . Incidentally, I need a little sympathy --- I turned down a private placement in EFNT at 7 --- it was offered in early October and the minimum was in the stratosphere. :(( Pat

To: Tunica Albuginea who wrote (12297)	7/23/1999 11:53:00 AM
From: Tunica Albuginea	Respond to of 18016

Hi gang; just doubled all my NN position at 24 5/8. I sold some of my other tech stock to do this (even though I think they are ready to rebound). NN now represents 50% of my portfolio. I have been in this company too long. The question is: were our opinions in the last 4 years a mirage? I decided not. I think stocks, especially tech stocks, do go through periods of doldrums. A classic example is AMAT, a powerful company, did nothing from 1995 to 1998, only to then explosively double, near triple over the following year. There is always a potential downside. NN could revisit support at 20-21, although I don't think so because the internet and telcos are exploding. TA