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

To: Johnny Canuck who wrote (28113)	9/11/2000 4:42:48 PM
From: drsvelte	Read Replies (1) \| Respond to of 68255

Solectron tops estimates but PRIA warns.... Solectron (SLR) 50 +1 1/2: -- Update -- Company sees Q1 EPS above current analyst views. Sees Q1 EPS of $0.27-$0.28 vs First Call mean of $0.27. Solectron (SLR) 50 +1 1/2: Reports Q4 earnings of $0.27 a share, $0.01 better than the First Call consensus of $0.26, vs year-ago earnings of $0.17. Sales of $4.74 bln were up 75% from last year's $2.71 bln; see press release. PRI Automation (PRIA) 42 11/16 -15/16: Companty warns that they see Q4 EPS below expectations. Company expects to report Q4 revenue of $84 mln. Q4 operating net will be slightly above breakeven; First Call mean EPS estimate is $0.52; see press release.

To: Johnny Canuck who wrote (28113)	9/11/2000 4:44:01 PM
From: Return to Sender	Read Replies (2) \| Respond to of 68255

There is a CLEC convention starting tomorrow I think and DSL is in the news. The providers are getting ink now but the equipment makers will get it next week. What can I say about CMTN except that I feel your pain since I am in a similar situation with NTPA. Here is the latest news on COVD and RTHM including some mega large deals! finance.yahoo.com PS, I hope you're right on the COMPX. I'm holding too many good stocks selling at low traditional P/E's that deserve to be higher. My own analysis does not go into near the depth that your's does on the COMPX. I'm just watching that lower Bollinger Band and feeling like we are going to see another violation soon. RTS

To: Johnny Canuck who wrote (28113)	9/11/2000 5:20:16 PM
From: xcr600	Read Replies (1) \| Respond to of 68255

Curious as to what you use generated a buy signal in the Compx? All I see is a series of lower lows. thx

To: Johnny Canuck who wrote (28113)	9/11/2000 7:02:36 PM
From: shasta23	Read Replies (2) \| Respond to of 68255

HI HARRY! Interesting that you we're in RFMD. I actually bought a small initial stake in RFMD today at 38 1/4 and will allow drawdown to about 35. The way the stock rebounded in the end when the general selling pressure subsided suggests imho that the stock might go up nicely if the market turns sideways or up. Like you i'm 90+% in cash right now and just building tiny positions in companies i like. BTW our prediction of 3800 could be reached tomorrow. Still think we're in for a good bounce from there... Stefan

To: Johnny Canuck who wrote (28113)	9/11/2000 7:34:13 PM
From: Bill Cotter	Read Replies (1) \| Respond to of 68255

Hi Harry; How is Kopin's (KOPN) record on forward looking statements? They formed a new group to concentrate on high speed transistors for optical communications networks. They seem to be in the right 'hot' areas and look to have tremendous potential. I was just wondering if you think that they tend to blow their own horn too much. Here is a quote from Dr. Fan in a recent press release; "The new Group also complements our strategy to significantly increase HBT capacity with the addition of our state-of-the-art fab in Taunton that should be operational later this year. A significant portion of this HBT fab, which we believe will be the largest and the most advanced fab in the world, will provide support for our OC-192 fiber-optic system products and development efforts for other related optical applications such as OC-768 40-gigabit systems." I am still holding and may add to my current position. Do you still have KOPN?