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: Johnny Canuck who wrote (25320)	2/24/2000 1:28:00 AM
From: Johnny Canuck	Respond to of 68949

Anyone have a schedule for the Legg Mason conference tomorrow? ********************************** As we noted on this page yesterday, Briefing.com continues to like relative strength trends and money flow characteristics of Wireless, B2B, Net infrastructure, Chip and Chip Equipment groups... Wednesday's winners from these industries included Qualcomm (QCOM 146 7/8 +16 5/16), JDS/Uniphase (JDSU 235 1/2 +20 3/4), Nokia (NOK 204 +12), Vitesse (VTSS 71 7/8 +5 1/8), Lam Research (LRCX 146 5/8 +7 11/16), Brooks Automation (BRKS 60 3/4 +4 3/8), LSI Logic (LSI 59 +4 1/2), National Semi (NSM 67 58 +3 7/16), Phone.com (PHCM147 +10 3/16), Puma Tech (PUMA 129 +9 1/8), Vignette (VIGN 235 +17), Chemdex (CMDX 200 1/2 +45 1/4), Commerce One 181 5/8 +8 5/8), BroadVision (BVSN 207 3/4 +20 3/4), Cisco Systems (CSCO 138 5/8 +14 11/16), Redback Networks (RBAK 237 +16 1/8) and Powerwave Tech (PWAV 139 1/2 +19 1/2). ***************************************** Semiconductor equipment book-to-bill rose to 1.34 in January, the third highest level in the history of the SEMI Express report... SoundView believes we are still in the early stages of the cycle; projects capital spending increases of 34% in 2000 and 27% in 2001; believes estimates could prove to be conservative. ******************************************* CEUT ASP Conference New York, NY Thursday, February 24 Time ET Room 1 09:00 Infrastructure Providers: CTXS,DIGX,NAVI,ONYX,PSIX 10:15 The Evolution of ASP's: USIX 11:00 Collaborative Portals: MAIL, Agillion,eality,Mi8,X-collaboration,eCAL 12:30 Vertically Focused ASP's: Applicast,AristaSoft,TZIX 13:20 Qwest Cyber.Solutions: Q 14:30 ASP Business Models: DRTN,FTRL,INIT,NetASPx 15:30 Targeting the Small & Medium Market with eBusiness Solutions: BWAY,EggRock 16:00 Telcos: ISV's & IT Services Firms Becoming ASP's: CBR,Interpath Communications,ORCL **************************************** Up coming conferences: Feb 25 NY Legg Mason Telecom Conference Feb 27-Mar 01 Coronado, CA Gigs Information Group's (GIGX) eBusiness Application Strategies Conf Feb 28 Scottsdale CSFB Business & Essential Services Conf cos: CEN Feb 28-29 Menlo Park Goldman Sachs New Economy Leaders Symposium cos: SUNW Feb 28-Mar 01 New Orleans Wireless 2000 trade show Feb 28-Mar 01 Scottsdale, AZ Forrester Research B2B Technology Leadership Forum cos: EMC Feb 28-Mar 01 San Jose Intranets 2000 cos: BVSN,GIGX Feb 28-Mar 02 SF Robertson Stephens Tech 2000 cos: XLNX,VRSN,SUNW