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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?


To: IA who wrote (23618)9/9/1999 9:26:00 PM
From: Clint E.  Read Replies (1) | Respond to of 68212
 
Hi Inder. I haven't been following NEON closely for a while. Looks
like PSFT(and many IT/ERP stocks) went up after today's SSB conf. in
anticipation of year-end improving sales. BEAS(larger competitor)
was up too.

I don't remember if Y2K had anything to do with NEON missing last qtr.

I think there will be a "prove-it" attitude with most of these stocks
that should be resolved when they report earnings next month.

Thanks for the contrarian article. I printed it to read. I can tell
you that I am going to read thru the 1929 paragraph in two seconds!

Take care;

Clint
================ Software ================

Symbol Last Trade Change Volume Avg Vol Day's Range Open 52-week Range P/E Mkt Cap
^GSO 4:39PM 286.13 +6.89 +2.47% N/A N/A 279.24 286.15 279.24 130.76 288.06 N/A N/A
^CWX 4:39PM 867.44 +20.39 +2.41% N/A N/A 847.05 867.58 847.05 375.90 844.20 N/A N/A
KEA 4:12PM 28.75 +6.75 +30.68% 1,617,100 480,181 22.25 28.75 22.25 17.25 50.12 14.86 2.051B
ASWX 4:00PM 25.38 +4.12 +19.41% 925,500 N/A 21.50 25.75 21.81 12.50 22.69 N/A N/A
TSFW 4:01PM 24.94 +3.56 +16.67% 960,800 413,136 21.50 25.12 21.62 8.50 32.00 534.38 632.8M
JDEC 4:01PM 20.56 +2.44 +13.45% 2,722,800 626,409 18.28 20.62 18.38 10.88 49.50 N/A 2.178B
TTN 3:58PM 12.06 +1.31 +12.21% 776,500 321,409 10.75 12.19 10.81 4.00 11.88 46.74 493.4M
ADVS 3:52PM 49.12 +5.00 +11.33% 143,600 81,909 44.25 52.25 44.25 13.19 51.81 58.06 709.3M
NEON 4:01PM 18.88 +1.88 +11.03% 2,606,900 1,791,954 17.06 18.94 17.25 12.00 78.38 N/A 620.0M
PSFT 4:01PM 17.31 +1.69 +10.80% 16,698,200 2,895,363 15.98 17.62 16.25 11.50 35.00 N/A 4.211B
ITWO 4:01PM 37.44 +3.44 +10.11% 1,646,900 1,002,272 33.88 38.00 34.00 9.25 48.38 91.89 2.843B
AGS 3:57PM 12.62 +1.12 +9.78% 77,800 75,000 11.56 12.69 11.56 4.75 23.25 13.69 379.2M
BMCS 4:01PM 63.12 +4.62 +7.91% 7,005,600 3,335,909 59.12 63.25 59.12 30.00 64.88 46.06 15.104B
MERQ 4:01PM 60.06 +4.06 +7.25% 694,100 479,363 55.88 61.12 55.88 10.56 58.00 81.16 2.279B
MRNT 3:56PM 23.44 +1.56 +7.14% 92,100 50,227 22.75 23.50 22.75 7.50 27.50 N/A 670.9M
WHIT 4:01PM 27.12 +1.62 +6.37% 345,700 449,181 25.75 27.12 25.75 13.00 35.12 62.20 1.469B
INTU 4:01PM 97.06 +5.06 +5.50% 599,900 741,590 92.62 97.25 93.00 34.19 110.75 15.25 6.041B
PMTC 4:01PM 14.75 +0.75 +5.36% 5,124,800 2,997,681 14.25 15.31 14.25 8.50 22.25 31.82 3.972B
RMDY 4:00PM 26.56 +1.31 +5.20% 169,500 408,818 25.19 26.56 25.75 7.56 29.38 36.07 769.1M
VRTS 4:01PM 70.84 +3.28 +4.86% 1,462,900 1,523,545 67.81 71.12 68.25 11.88 63.62 N/A 12.023B
BEAS 4:00PM 25.00 +1.12 +4.71% 3,033,900 826,909 23.81 25.12 24.00 8.69 32.12 N/A 1.929B
CHKP 4:01PM 90.69 +3.94 +4.54% 452,600 623,136 86.75 91.12 87.50 10.88 90.00 N/A 3.290B
WIND 4:01PM 17.88 +0.75 +4.38% 1,106,800 767,636 17.56 18.38 17.62 11.25 34.38 30.04 724.0M
NETA 4:01PM 18.81 +0.75 +4.15% 5,892,600 3,923,272 18.12 19.50 18.19 10.06 67.69 N/A 2.615B
SCTC 3:59PM 16.00 +0.62 +4.07% 119,700 171,681 15.56 16.62 15.56 7.81 22.00 35.47 510.5M
ADSK 4:01PM 25.06 +0.94 +3.89% 750,900 779,909 24.00 25.25 24.12 21.62 49.44 36.61 1.477B
CHRZ 3:59PM 13.75 +0.50 +3.77% 298,300 325,227 13.25 13.75 13.53 9.25 31.00 10.27 422.1M
ERTS 4:01PM 75.19 +2.56 +3.53% 900,900 726,545 72.88 76.12 73.50 33.25 75.56 64.27 4.685B
SEBL 4:01PM 74.34 +2.47 +3.43% 1,005,800 1,590,727 70.75 74.38 72.00 15.12 77.75 92.15 6.885B
SAVLY 4:00PM 14.25 +0.38 +2.70% 282,700 1,101,954 13.62 14.38 14.03 5.25 27.00 32.27 559.0M
SSW 4:00PM 21.50 +0.56 +2.69% 527,600 378,727 21.00 21.62 21.19 18.12 30.62 33.23 1.811B
CDO 4:00PM 21.88 +0.56 +2.64% 272,900 750,318 21.25 22.25 21.38 10.75 30.88 59.20 3.350B
SE 4:04PM 20.50 +0.50 +2.50% 663,500 1,175,181 19.81 20.75 19.88 19.00 46.44 N/A 1.811B
ANLY 3:46PM 13.31 +0.31 +2.40% 39,100 89,500 12.88 13.50 13.50 8.62 31.50 13.00 300.2M
COGI 4:01PM 14.25 +0.31 +2.24% 28,300 8,318 13.50 14.50 13.50 11.00 27.38 16.21 177.9M
SDRC 3:54PM 17.12 +0.38 +2.24% 101,500 142,181 16.56 17.19 16.75 7.50 23.44 14.37 614.7M
CSGS 4:01PM 23.88 +0.50 +2.14% 725,300 781,727 23.38 24.75 23.38 18.44 46.25 13.06 1.236B
CATP 4:01PM 15.06 +0.31 +2.12% 603,400 967,181 14.62 15.19 14.88 10.62 32.25 26.34 906.8M
MSFT 4:01PM 94.06 +1.81 +1.96% 19,223,000 25,847,864 91.80 94.14 92.44 43.88 100.75 64.96 480.1B
NOVL 4:01PM 23.81 +0.44 +1.87% 4,427,700 4,115,136 23.19 23.88 23.62 10.19 31.19 51.94 7.977B
SAPE 4:00PM 79.50 +1.38 +1.76% 361,200 399,045 77.94 79.50 78.50 24.25 82.88 144.68 2.201B
CLFY 3:59PM 43.75 +0.75 +1.74% 408,900 432,045 42.50 44.00 43.12 6.38 49.12 87.76 1.014B
TSAI 4:01PM 29.81 +0.50 +1.71% 404,300 475,727 29.38 30.00 29.62 26.00 51.00 23.83 970.4M
CBR 4:02PM 19.00 +0.31 +1.67% 192,800 606,545 18.69 19.06 18.69 13.31 31.19 19.67 1.110B
BOBJ 3:58PM 50.75 +0.75 +1.50% 150,100 301,545 50.00 52.00 50.12 6.12 52.12 58.14 902.4M
SAP 4:00PM 38.19 +0.56 +1.50% 2,957,500 631,636 37.12 38.62 37.50 23.75 53.12 75.25 28.066B
ADBE 4:01PM 103.50 +1.50 +1.47% 897,400 896,954 100.12 103.50 102.00 24.56 105.69 49.51 6.401B
PMS 4:00PM 31.19 +0.44 +1.42% 31,300 249,727 30.69 31.88 30.75 26.00 57.75 21.21 1.109B
JKHY 3:58PM 35.06 +0.44 +1.26% 104,800 98,318 34.75 35.12 34.94 26.44 55.00 22.29 704.0M
MPS 4:02PM 15.62 +0.19 +1.21% 420,300 479,954 15.38 15.62 15.50 7.00 18.62 5.22 1.499B
MGIC 3:51PM 20.88 +0.25 +1.21% 120,000 82,318 20.56 21.75 20.66 1.94 24.12 26.79 163.9M
CSC 4:00PM 68.19 +0.81 +1.21% 426,600 566,636 66.94 68.31 67.81 46.25 74.88 30.37 10.909B
EDS 4:01PM 58.62 +0.62 +1.08% 1,348,400 1,276,409 58.06 59.94 58.12 30.44 67.38 51.79 28.899B
CBTSY 4:00PM 25.38 +0.25 +1.00% 299,000 648,227 24.88 25.62 25.12 6.69 59.62 193.27 1.237B
CBSI 3:59PM 14.88 +0.12 +0.85% 454,400 420,681 14.50 14.88 14.75 14.06 34.75 20.77 558.8M
RATL 4:01PM 30.25 +0.25 +0.83% 2,446,900 945,500 29.88 30.88 29.94 10.88 40.00 41.67 2.636B
HUMC 3:49PM 25.50 +0.12 +0.49% 43,700 18,363 24.50 26.00 25.50 14.00 25.38 93.98 395.5M
UIS 4:01PM 45.31 +0.19 +0.42% 705,200 1,195,272 44.62 45.31 44.62 18.12 46.19 32.70 12.823B
DCTM 4:01PM 17.56 +0.06 +0.36% 652,800 256,727 16.81 17.69 17.50 9.38 54.12 N/A 291.3M
LHSG 4:01PM 33.06 +0.06 +0.19% 19,700 143,000 33.00 33.12 33.12 25.50 60.69 63.46 1.904B
PIXR 4:01PM 36.81 0.00 0.00% 199,400 238,000 36.62 37.56 36.88 31.00 53.75 216.54 1.707B
LGTO 3:59PM 48.00 0.00 0.00% 702,800 913,590 46.75 49.25 48.62 13.75 49.00 120.00 3.915B
CPWR 4:01PM 30.50 0.00 0.00% 3,796,900 4,369,954 29.44 30.88 30.75 16.38 39.88 31.77 10.892B
BAANF 4:00PM 14.25 -0.06 -0.44% 2,789,900 477,000 14.12 15.06 14.44 6.88 33.12 N/A 2.997B
AVID 3:53PM 12.50 -0.06 -0.50% 65,400 227,954 12.25 12.62 12.56 11.06 34.25 N/A 296.5M
CA 4:09PM 55.19 -0.31 -0.56% 1,916,000 1,586,500 54.50 56.19 55.56 26.00 58.00 43.38 29.665B
ORCL 4:01PM 44.06 -0.25 -0.56% 12,775,900 12,368,954 43.12 44.50 44.25 13.88 44.81 56.81 63.031B
SDS 4:01PM 24.94 -0.19 -0.75% 428,100 593,454 24.56 25.44 25.31 21.69 41.94 55.83 2.989B
ACS 4:02PM 40.88 -0.38 -0.91% 113,900 161,318 40.88 41.25 41.25 22.38 53.00 24.85 1.877B
COGN 3:50PM 19.94 -0.19 -0.93% 56,500 106,954 19.94 20.25 20.25 14.75 28.12 15.36 862.2M
GPSI 3:50PM 46.25 -0.44 -0.94% 44,700 77,590 46.25 47.88 46.88 25.38 51.62 54.29 715.3M
CTXS 4:01PM 56.88 -0.62 -1.09% 2,373,700 1,335,954 54.88 60.12 59.62 23.12 65.25 55.75 4.995B
BVEW 3:59PM 21.25 -0.25 -1.16% 333,300 264,000 20.62 22.88 21.62 11.88 31.38 69.35 489.6M
DST 4:00PM 64.31 -0.88 -1.34% 356,400 172,590 64.00 65.38 65.31 34.00 70.25 46.23 4.075B
ECSGY 3:19PM 14.75 -0.25 -1.67% 4,300 N/A 14.25 14.75 14.25 9.50 36.25 19.23 N/A
LHSP 3:59PM 31.94 -0.56 -1.73% 96,300 288,363 31.81 32.56 32.38 25.75 47.62 N/A 1.737B
AZPN 3:58PM 8.88 -0.19 -2.07% 54,600 170,863 8.56 9.12 9.12 6.12 28.00 N/A 221.3M
KIDE 4:00PM 70.62 -1.50 -2.08% 765,400 490,727 68.75 75.50 73.19 1.88 73.75 78.40 388.2M
SYMC 4:01PM 34.94 -1.00 -2.78% 760,200 790,227 34.62 36.25 36.25 8.69 36.25 31.52 1.984B
MAST 3:59PM 16.19 -0.62 -3.72% 2,833,500 444,590 13.12 16.62 16.62 10.38 30.75 19.55 816.4M
CACI 3:58PM 21.00 -0.81 -3.72% 34,800 67,409 21.00 21.81 21.81 14.62 23.62 17.31 229.1M
IMRS 4:01PM 10.75 -0.50 -4.44% 1,736,700 257,818 10.50 11.31 11.19 10.62 32.62 15.85 413.1M
MACR 4:01PM 46.38 -2.88 -5.84% 733,600 767,000 44.88 48.88 48.44 12.62 53.25 94.71 1.987B
HNCS 4:01PM 36.25 -2.44 -6.30% 420,200 211,090 36.25 38.88 38.88 13.75 45.62 78.95 876.7M



To: IA who wrote (23618)9/10/1999 1:42:00 AM
From: Clint E.  Read Replies (1) | Respond to of 68212
 
Inder, many thanks for the article. To me, the most interesting part was how Y2K-inventory build up has boosted short-term demand for electronic parts. That explains ahead-of-forecast(by ~4-5%) chip sales in the last couple of months. That explains the action in TQNT, RFMD, PMCS. TXN, INTC.... In the last few weeks, I have been puzzled as to why INTC has been acting so strong. I couldn't figure it out and that was sort of bothering me. Now, I know why. Thanks again for pointing out that article.

I hate to think about how seasonally-driven post-Xmas slowing demand, coupled with any inventory build up will affect earnings of richly-priced tech stocks by Q1/2000.

I'll talk to our manufacturing people by next week to see if we are doing the same.

Clint