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.

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

To: Suresh who wrote (25318)	2/24/2000 12:41:00 AM
From: Johnny Canuck	Respond to of 68884

Hi Suresh, The EPC is indicating an oversold market. It looks like we rally from here. One of the cycle analysts (or is that psycho-analysts) called for a short term bottom on Feb, 24 (tomorrow). Let's see if we rally from here. The market tone improved today. Interest in CSCO on no news may indicate market participant may be ready to rumble again (going with the market leaders). I noticed JDSU was up today too. QCOM looking ready to go again. optionsource.com WSJ reporting QCOM management accumulating share again also. PUMA looking to move higher. Briefing.com expressing the same option from last week. optionsource.com

To: Suresh who wrote (25318)	2/24/2000 3:31:00 AM
From: Johnny Canuck	Read Replies (3) \| Respond to of 68884

Suresh, I finally heard the MRVC conference call. Wow, that has to be the worst conference call I have heard in a long time. The analysts seemed unprepared and the company's management was elusive about their investments at best. I have no idea what pieces are missing from their strategy, what their burn rate for their cash will be and what the size of the individual markets each of the start ups are going after, and why they feel they can be competitive or best of class in each division. There were no questions about the how they saw the FOCI acquisition fitting in. No comments on the geographic separation and cultural differences of the merger elements. No commentary on any new products and the combined factory capacity. Talk about shooting yourself in the foot with the street.