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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (114852)	10/7/2000 5:59:58 PM
From: Frederick Langford	Respond to of 120523

OJ, Here's your fundi's for your JDSU short... From: SirRealist Saturday, October 7, 2000 1:38 AM ET Reply # of 17042 How'd you like to see JDSU sliced by 1/3? Insiders filed to sell several weeks ago, if I recall correctly. At 3:30 today: >>JDS Uniphase Seeks To Double Authorized Shares To 6 Bln (JDSU) [http://www.wsfp.net/bl.html]Already commanding a substantial equity float of nearly 958 million shares outstanding, optical networking highflier JDS Uniphase (JDSU) opened the way today to raise its capitalization further through a measure that would increase to 6 billion from 3 billion the number of common shares the firm is authorized to issue.<< It does not appear to be over. Please take cover and wait; patience (and shorting) wins. >>CMGI To Sell Additional 293,000 Critical Path Shares (CPTH) [http://www.wsfp.net/bl.html]Internet incubator CMGI Inc. (CMGI) filed to register 293,000 common shares of Web host Critical Path (CPTH) for sale, according to a Form 144 released today by the SEC. << Fred

To: Jerry Olson who wrote (114852)	10/8/2000 4:20:55 PM
From: Tri Bui	Read Replies (1) \| Respond to of 120523

OT.....Go Redskins!! Sorry Jerry... the Eagles get caught by the Redskins...not sure how they gonna cook their food. <gg> Tri

To: Jerry Olson who wrote (114852)	10/8/2000 7:50:41 PM
From: Teri Garner	Read Replies (1) \| Respond to of 120523

OJ, I agree with your assessment of current market conditions. What the markets are saying now is they are looking beyond this qtr's EPS #'s but rather listening carefully to the conference calls for any potential slow downs in revenue/EPS growth. In the past, a stock like JNPR would run up 20+ pts easily ahead of earnings. What we are facing now is something that we have not faced in a long while: a potential profit recession, with #'s being ratcheted down instead of up. There will no doubt be winners from this qtr's earnings. But investors are clearly taking more of a reactionary approach (waiting for the conference calls) rather than bidding up these stocks before the fact. Especially with so many investors burned in the high tech area in the past few wks and the # of big cap techs that have warned. Again, I think it will be the conference calls that will make or break some stocks. A good example would be MU's report: blowout EPS #'s, but analysts axed it the next morning. This mkt will remain skittish until we can get some clear guidance as to which way (up or down) profit growth is headed. There will be several key big cap techs (MSFT, IBM, etc.) that could move the mkts big in one way or another, with the ever-controversial YHOO reporting in a few days.

To: Jerry Olson who wrote (114852)	10/9/2000 3:22:39 AM
From: BRANDYBGOOD	Respond to of 120523

edited

To: Jerry Olson who wrote (114852)	10/9/2000 4:21:52 PM
From: Jerry Olson	Read Replies (4) \| Respond to of 120523

ATTENTION ALL GEMMERS AND ALL LURKERS AND FRIENDS As of this moment in time..Pristine Market Gems and I have parted company...i will no longer be in the Real Time Trading Room...there will be no classes this evening... we parted under mutual circumstances... i have the utmost respect for Oliver Velez and Pristine.com, and of course Jenna and Market Gems... i loved being in that room..it was very rewarding work... however thats over for now...this will be my last post on this thread... today is our highest Holy Day Yom Kippur..a day of reflection, of atonement...with the current events in the middle east now, it pains me too see all this violence... hopefully they will stop the bloodshed.. i will be here on SI as always on the Ideas thread and of course others as well... if you have me bookmarked fine..i do have everyones e-mail from my morning list...if you do not have that address i have posted it here before many times..over the last 5 years... jerrysdogs@home.com..i will continue now..to update all of my cyberfriends of my current market technicals...on P&F and candles...via my morning mail...sorry for not doing this for the last 2 months..but the room took all i had each day... wishing everyone here on the gems thread the very best life has to offer... my warmest regards to all.. OJ