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

To: Johnny Canuck who wrote (24901)	1/26/2000 9:14:00 AM
From: j g cordes	Respond to of 71405

Harry, NT and optical have done remarkably well. The optical in particular is a sector I've not participated in to my chagrin, luckily I've had good luck elsewhere. In looking at money and markets from a trading standpoint, I'm aware that paranoia/sentiment shifts easily. One moment, even with high valuations there's a feeling up is the only direction. Then as quickly the paranoia can overcome confidence and selling begins in earnest... even though fundamentals haven't changed much. NT reminds me of this sentiment roller coaster. By every measure they've done spectacularly well beating analysts most optimistic numbers and they speak confidently of the future. Everything should be rosy. But now its time for investors to look around at their lofty new heights, and wonder if these aren't the best of times. More fundamental to the equation than sentiment is cash flowing into the coffers of technology funds. Late January typically is a slower period than the rush to funding at the beginning of the year. Do you remember the sector study? Airlines seem to be falling into a very depressed state (right on schedule). Worries about fuel, post holiday travel blues, money hasn't been supporting the sector. Its easy to see why February and March get a good airline bounce, they're pushed down so much then respond to Spring optimism.. the more so if we are now seeing a trading top in crude. No new positions at the moment, but thinking of making a few changes soon in the highest speculative issues that do well this time of year. Just to keep things honest I'll let you know when I take some airline call/or leap positions. Tellab may be a good bounce candidate

To: Johnny Canuck who wrote (24901)	1/26/2000 11:50:00 AM
From: Johnny Canuck	Read Replies (2) \| Respond to of 71405

CE Unterberg Towbin Broadband Conference: If you believe that broadband is the future, then you might be interested in the list of companies presenting at the Unterberg Broadband conference. Frequently, investors think of broadband as simply the application level: streaming video, or otherwise. But building out the broadband network requires new equipment and new management tools, and there are many companies manufacturing key components for broadband, as well as providing brand new services for the broadband era. The companies are grouped as follows: Infrastructure: Harmonic, Antec, C-COR.net, General Instrument, NetGame, and Broadband Access Systems. Network Management: Digital Lightwave, Catapult, Radcom, RIT Technologies; Applications: WorldGate Comm, Peach Networks, SeaChange, Scientific Atlanta, General Instruments; Wireless: Adaptive Broadband, ADC Telecom, BroadLink, Giganet; MoreCom, Inc; Ecosystems: Advanced Communications Technologies, SSE Telecom, SkyStream, Proxim. It is the rare investor who knows every company on this list. A good way to build a portfolio for the broadband era might be to pick one company from each category. The above list is roughly the order in which the companies are presenting today. -RVG