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.

Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: wlheatmoon who wrote (1709)	8/10/2000 5:38:10 PM
From: Logain Ablar	Respond to of 2850

Mike: We are in agreement on the fundamentals that this is a great company. It wasn't too long ago it was in the 20's and while the BSL is coming up as we have seen many times this year in many stocks the BSL is not a hard support. Not saying it won't hold but this supply will take a while to absorb. So even if we don't see the 30's it will find a base and stay there for a while. Today it hit 45 ish and broke the BSL so I'd expect it to go lower in the coming weeks. Maybe a bounce in the short term. IMNX 67 -------------------------------------X ------------------------------------67 - 66 X X O 66 65 ---------------------------------X O X O ----------------------------------65 - 64 X O X O X 64 63 X O X O X O 63 62 X O X O X O 62 61 X O O X O 61 60 ---------------------------------X ----O X O X ----------------------------60 - 59 X O X O X O 59 58 * X X O X O X O 58 57 * X O X O X O X O X 57 56 * X O X O X O X O X O X 56 55 -------* ------------X O X ------X ----O X O X O X O ----X O X ------------55 - 54 * X O X O X O O X O X O X X O X 54 53 * X O X O X X O X O X O 8 O X O X 53 52 * X O X O X O 7 O O X O X O X O 52 51 * X O X O X O X O X O X O X Med51 50 -----------------* --X O X O --O X ------------O X O X O X ----------------50 - 49 * X O O O X O X O X 49 48 X O X O X O 48 47 X O X O * 47 46 X O * 46 45 ---------------------X ----------------------------------* ----------------45 - 44 X * 44 43 X * 43 42 X * 42 41 X * 41 40 ---------------------X ------------------------* --------------------------40 - 39 X X * 39 38 X O X X * 38 37 X O X O X * 37 36 X O X O X * 36 35 -X O ------------X O X --------------* ------------------------------------35 - 34 X O X X O X * 34 33 O X O X O X * 33 32 O X O X O * 32 31 O X O X X * 31 30 ---O --O X O ----X --------* ----------------------------------------------30 - 29 O X O X X * 29 28 O X O X O X * 28 27 O O X O X * 27 26 O X O X * 26 25 -----------O --6 * --------------------------------------------------------25

To: wlheatmoon who wrote (1709)	8/11/2000 10:11:00 AM
From: John Pitera	Read Replies (3) \| Respond to of 2850

Mike, yes TUTS has a very strong chart and very good fundamentals and in a very hot sector DSL. that was one of the insights derived from the CSCO conference call......DSL is red hot. another important insights from the CSCO CC Japan is the strongest it's been in 5 years. Chambers was interviewed the other day and said that CSCO foresaw the slow down in Japan 4 and a half years ago. I think this is a very important macro story, especially for some of the key Japanese stocks. They are underowned by Japanese citizens, and are under weighted in just about all global portfolio's. that's part of the reason I started moving back in a week and a half ago. I mentioned buying SNE, NTT and NTDMY. NTDMY is NTT Docomo the very big wireless company. Japan is one of the earliest adopters of wireless and the penetration for wireless internet devices is greater and has a much quicker acceleration rate than anywhere in the world. it's down from 210 to 130 and I pretty sure we'll look back in a year or two and realize this was the steal of a life time. I noticed I've been able to mention my buying to tom, you and several others and have not received a single mention thats pretty much how I like it as I think I'm really thinking outside the box. for someone with patience like me, it was easy to wait for the .618 decline we saw in the Nikkei starting in early april, it went down from over 21000 to 15700. Bearshark called for this decline several months ago in the market lab and suggested it would be the fantastic buying opportunity for Japanese equities. John