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Technology Stocks : METRICOM - Wireless Data Communications -- Ignore unavailable to you. Want to Upgrade?

To: mike cobble who wrote (2608)	11/14/2000 4:57:48 PM
From: Still Rolling	Respond to of 3376

MCOM gets noticed at Comdex: Wireless connectivity also was a big theme here, with vendors offering a range of products for Internet access. Metricom Inc. and National Semiconductor Corp. announced a partnership to develop the WebPad Metro, designed to offer wireless Internet access at speeds of up to 128K bps (bits per second) and slated for release in the U.S. early next year. WebPads are tablet devices with an LCD (liquid crystal display) and various programs for accessing Web services. The Metro will run Microsoft's Windows CE operating system. Looking to gain an edge on its rivals in the market for handheld devices, Microsoft unveiled a test version of the Windows Media Player designed to let users stream and download multimedia files into Pocket PC devices. The early version of the software, dubbed Microsoft Windows Media Player for Pocket PC Technology Preview Edition, is designed for those who want to evaluate the application. Microsoft developed the specifications for the Pocket PC platform, and is working with manufacturers to spur adoption of the devices. Not to be outdone on the connectivity front, Compaq Computer Corp. demonstrated on Sunday embedded USB (Universal Serial Bus) modules for standards-based wireless LAN (local area network) and Bluetooth connectivity, that fit in the MultiPort slot of its next-generation Armada enterprise-class notebooks. Handspring Inc., meanwhile, made the most of its booth space by playing host to twenty partner companies showing off modules, services and accessories designed for the company's Visor handheld devices. Several of the Visor Springboard add-on modules featured wireless communications capabilities. The variety of mobile and handheld computer technology on display here, however eye-catching, does bring up practical considerations for corporate users, however. "Everything seems to be moving toward mobile," said show attendee Bill Janke, director of infrastructure at Proware, a Cincinnati-based company that develops software for court systems. The key question? "We're trying to see how that fits into our own business," Janke said. For now, Janke said, he is reserving judgment.

To: mike cobble who wrote (2608)	11/15/2000 4:23:18 PM
From: John Curtis	Read Replies (1) \| Respond to of 3376

Mike: You're right. Despite variations today it basically amounted to more of the same pattern which was a part of MCOM's slide. As we've discussed I've come to expect a yank-down to occur sometime in the final half-hour of the day. I buy at that point, and sell into the pop the following morning. I've now done this......oh.......jeez.....8 times now or more?? Indeed, up until this resurgence I'd typically short the pop and closing out the long position. My only change is although I instituted another long position here at days end today, and fully expect to close it out within 30 minutes of post market open, I won't be looking to institute the shorting half of the bouncing pattern. The waters are too murky and probabilistic for me in that regard. Be that as it may to me this pattern signals, at its essences, MCOM's continued "managed" nature. So if you can't beat it....use it to your advantage. Longer term MCOM will be fine (imho). But for now the powers that be clearly haven't finished with this equity. My bet is you can consider them finished when the market allows MCOM back above $18 on sizable volume. $18? Yah...that's about the point I figure a fair percentage of shorting was established... So far they're in the green. They'll do anything it takes, even a la Democratic Party smear campaign tactics, to keep that gain intact. Now let's see what tomorrow brings... John~