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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?


To: booray who wrote (69820)11/3/1999 10:20:00 AM
From: Tim Luke  Read Replies (3) | Respond to of 90042
 
thread:

since most of us are in cs and knt i'm going to focus most of my time on these calls...they will be big plays for us and i want to stay on top of them...after one or both are gone we will switch to more day trading..but right now i don't have the time to do both...



To: booray who wrote (69820)11/3/1999 10:22:00 AM
From: QuietWon  Read Replies (1) | Respond to of 90042
 
be careful w VTEL, imo. Good that it's been at very low levels, but not as long lasting, imo as FVCX. VTEL, for ex. uses FVCX equip. VSVR, PCTL, etc use FVCX equip. imo, better to own the co at the center of the segment



To: booray who wrote (69820)11/3/1999 10:24:00 AM
From: QuietWon  Respond to of 90042
 
NMRX -- we got $7 !! strong tech



To: booray who wrote (69820)11/3/1999 10:29:00 AM
From: QuietWon  Respond to of 90042
 
NMRX - doing live demo of H323-based(like FVCX) video on i-net at TeleconWest AND for school board conf. this week



To: booray who wrote (69820)11/3/1999 10:31:00 AM
From: QuietWon  Read Replies (1) | Respond to of 90042
 
NMRX - good luck shorting - was called back today by Cellemtry (wireless) division. New product/app rollout, seeing lot of requests



To: booray who wrote (69820)11/3/1999 10:35:00 AM
From: QuietWon  Respond to of 90042
 
NMRX = data mkt; less expensive than Bell South or Ardis, since they have:
(1) had to build out their networks -- NMRX uses existing cell netwk

(2) Bell & Ardis designed for LONG msg system vs short msg system