SI
SI
discoversearch

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.
Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: 16yearcycle who wrote (3918)12/11/2000 4:35:42 PM
From: Bill Harmond  Read Replies (2) | Respond to of 57684
 
Merrill gets today's "Thanks for Sharing" award:

From Briefing: Openwave (OPWV) 76 1/8 +3 59/64: Merrill Lynch downgrades to NT ACCUM from NT BUY. Firm expects the company to likely exceed their December quarter estimates on revs of $98 mln and EPS of ($0.02) and may raise estimates for calendar 2001 at its analyst day January 31; however near-term says they have incremental information which in the current market makes them more cautious.

Is it me or is this market really a Fellini movie? Analysts are traders now? And what the heck is "incremental information" that could matter with that fundamental backdrop? We'll just have to guess!



To: 16yearcycle who wrote (3918)12/11/2000 5:04:30 PM
From: Si_Detective  Read Replies (1) | Respond to of 57684
 
I'll talk bit more about SNDK both technically and business wise later today. It's so coincident that yesterday, I drove by one of their new buildings in San Jose and saw the parking lots is kinda full, I were thinking to post this little observation this morning and forgot. :)
By the way, there's many knowledgeable people on SNDK thread. Rex Dwyer used to be one of the active poster before he joined Firsthand fund. You can search his posts.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News