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To: Johnny Canuck who wrote (24463)	12/1/1999 6:39:00 PM
From: d. alexander	Respond to of 69807

hello Harry; a bit harried here due to trying to get DSL put in - which is by no means accomplished yet. Glad I printed out HLTH this am because it's now rolled over to KOREA. Will take them both to dinner. Had noticed HLTH when it got thru the short-term moving average (I use 13). Inside day today , so it might continue up with the market (if that happens). Naz is now in the field of its 13 & may fall thru. SPX & INDU have already gone thru & INDU battling out the upside. The 13 is usually a sticky wicket. eg. HLTH could also go back & retest, which it hasn't, tho there is support at 44 & it also could stop there. Am watching same support & resistance that you mentioned on the SPX. I don't use the 15min/60min time frames. Ignorance is bliss. The daily suggested to me that it will go after its 13 (1410, give or take) ie without seeing the weakness you mentioned. I haven't checked Bernie the Bull (& surrogates) today <g> Also don't use candlesticks, prefer OHLC bars, so Three Inside Down is greek to me. Appears to be a double top - maybe that's what ISpec means by test of top? Any & all TA observations, JMO! Bernie did do something interesting on seasonality in the VIX, which I will fetch when I go there later (fido). Have to get to my lab before they close... Dorothy

To: Johnny Canuck who wrote (24463)	12/1/1999 10:00:00 PM
From: d. alexander	Respond to of 69807

Seasonality in the VIX; may indicate the index has bottomed. optionsource.com

To: Johnny Canuck who wrote (24463)	12/2/1999 2:38:00 AM
From: Johnny Canuck	Read Replies (2) \| Respond to of 69807

To: Steve Fancy (1024 ) From: Steve Fancy Thursday, Dec 2 1999 1:18AM ET Reply # of 1027 Early Market Leaders in ADSL and CABLE Modems Feeling the Heat; In Q3 1999 According to New In-Stat Report SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Nov. 23, 1999--According to a recent report released by Cahners In-Stat Group, worldwide ADSL modem shipments grew 74 percent sequentially in Q3 99, and are expected to top 1.2 million shipments worldwide by the end of 1999. Cable modems posted stable growth of 27 percent, still out-shipping ADSL modems by two to one. Cable and DSL services continue to ramp in Q3, broadening availability and introducing new competitors to the market. Early market leaders in ADSL and Cable Modems experienced either negative or flat market share growth in Q3 1999. Alcatel and Cisco, which represented 55 percent of the ADSL modem market in Q3 1998, now total only 36 percent of the market. While Alcatel still holds the number one position, CPE specialist Efficient Networks claimed the number two position in Q3 1999. This market share shift is indicative of the trend toward specializing in either CO or CPE hardware as the distribution model for DSL diversifies. Cable modem market leaders, Motorola and Nortel Networks are feeling similar competitive pressure to hold their leadership positions. Today, Motorola and Nortel Networks are still the leaders in cable modem shipments with 27.4 percent and 14.5 percent unit share respectively, significantly down from Q3 1998. Motorola and Nortel represented 68 percent of cable modem shipments this time last year compared to 42 percent in Q3 1999, demonstrating how the changing dynamics in the cable modem market are shifting share from early market entrants to vendors with experience in high volume consumer products. "Early market leaders in digital modem shipments are being forced to specialize, partner, and/or acquire if they want to maintain share in this rapidly growing market," said Shannon Pleasant, senior analyst for In-Stat's Voice and Data Communications Group. "As the distribution model for digital modems becomes increasingly diverse, vendors with experience in high volume, low cost, low maintenance products will become a significant threat to those vendors unable to adapt." The report, Q3 99 Analog and Digital Modem Market Analysis, No. CQ9904M7, provides quarterly market shares for analog, cable and ADSL modem vendors and three quarterly rolling forecasts for those markets. To purchase the report please call 617/630-2139 or visit instat.com . Cahners In-Stat Group (http://www.cahnersinstat.com) covers the full spectrum of digital communications research from vendor to end-user, providing the analysis and perspective that allows technology vendors and service providers worldwide to make more informed business decisions. CONTACT: Cahners In-Stat Group Shannon Pleasant, 480/483-4460 email: spleasant@instat.com Christina Hecht, 480/483-4443 email: checht@instat.com www.instat.com