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 : C-Cor Electronics-CCBL -- Ignore unavailable to you. Want to Upgrade?

To: Jim Oravetz who wrote (207)	11/1/2000 12:44:57 PM
From: Jim Oravetz	Respond to of 235

C-Cor.net Up 24%; Analyst Cites Investors Seeking Value Dow Jones Newswires By John Shipman Of DOW JONES NEWSWIRES NEW YORK -- Investors seeking value among the stocks of battered cable equipment providers boosted shares of C-Cor.net Corp. (CCBL) Tuesday, one analyst said. CIBC World Markets Corp. analyst Jim Jungjohann attributed C-Cor.net's gains to value investors searching for beaten-up stocks now that mutual fund tax-loss selling is over. C-Cor.net rival Harmonic Inc. (HLIT) has seen a 40% gain in its share price Tuesday after it said AT&T Corp. (T) has agreed to use Harmonic's equipment for cable plant upgrades. Jungjohann said he doesn't see a correlation between Harmonic's move and that of C-Cor.net except to say the Harmonic news may have "woken up value investors to the cable equipment space." Sally Thiel, C-Cor.net's director of investor relations, noted that the Harmonic news has helped boost the cable equipment sector overall, and may have eased investors concerns about business within the group. ADC Telecommunications (ADCT) and Scientific-Atlanta Inc. (SFA) were also trading higher. ADC shares are up 19.1% to $21.38 while Scientific-Atlanta stock gained 10.2% to $68. Shares of C-Cor.net were recently up 23.3%, to $15.88 on volume of 961,30 compared with average daily volume of 681,600. Jim

To: Jim Oravetz who wrote (207)	11/1/2000 12:48:02 PM
From: Dale Baker	Read Replies (1) \| Respond to of 235

If we had heard something similar from CCBL I would have sold. Too many analysts are trashing whole sectors without differentiating between companies. If HLIT and ANTC are slipping, CCBL may do even better as a result. Time will tell - I am still holding December and March CCBL calls, the latter with a nice profit now.

To: Jim Oravetz who wrote (207)	11/7/2000 8:43:57 PM
From: architect*	Respond to of 235

Jim, even ANTC has plans for the "All-optical network." ``Lightchip provides ANTC with a revolutionary DWDM infrastructure for optical routing and management that creates the optical foundation for ANTEC's TransPlex® system. biz.yahoo.com Lightchip lightchip.com one of a couple companies worldwide that make tuneable lasers. NT and ADCT both recently shelled out a cool $1 Billion for acquisitions of company's that produce tuneable lasers, a red hot next generation optical technlogy. Although the market has trashed ANTC and CCBL, if you look deeper they are both making optical plans. john