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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ken W who wrote (23361)	1/14/2001 6:35:28 PM
From: in_cog_nito	Read Replies (1) \| Respond to of 29382

Ken: Your mention of Wis. State Employee's Board buying PCOM caught my eye. I too will do some research on the company / stock. Seems Wis. State Employee's Board has a pretty good track record so it would be wise to at least look into the stock. Will try to find time tonight to do some research and will post what I find here and on my thread. I very much respect you, Joe's and Sergio's research so I look forward to what you find as well... I thought Sergio's father lived in Argentina as well. Maybe Argentina was somehow part of Sergio's life, or his family's life......... Have you checked out the recent RDRT SEC Fillings. Four recent ones. I have only briefly read over them.... Insiders still like RDRT. Seems my life is to busy lately, or sick with the never ending cold / flu... Out House hunting today.....found some nice house's backing to woods and / or lakes. Seems there is always away to spend money and make retirement further off.....YUK! Back back later tonight after a nap and a movie. American Beauty. ICN

To: Ken W who wrote (23361)	1/15/2001 12:50:28 AM
From: in_cog_nito	Read Replies (1) \| Respond to of 29382

Ken: PCOM 's fundies and recent News have much in common with RDRT's. Both pre warning of better then expected Quarterly with both going profitable soon. Both low book and cash but about what would be expected from a low priced Tech stock in high growth mode, and changing mode. Both have heavy % Institutional holders, more so PCOM then RDRT, but RDRT Inst. growing much faster. Little recent insider activity from both. Current Average Recommendation are comparable. A negitive is that RDRT Earnings Estimates & Recommendations have grown over last few months as PCOM's have slipped a bit. On the other hand, PCOM does not seem to need as much growth to become profitable as RDRT needs. Both can move very well on positive News. RDRT has a much longer history of doing this but PCOM appears about the same volitlity. PCOM's lower float should help it move as well as higher percentage of Institutional holders of the float. Considering PCOM expecting Quarterly 1st to Mid Feb. and RDRT Jan 24th, I would say that PCOM could become a strong Long play as it gets closer to earnings. Of coarse, if the Nasdaq goes up strong now and weak or worse in first half of Feb. the NOW would be the time to own PCOM and not FEB. Have a crystal ball there, of Nasdaq now and then??? If it means anything to you or anyone else, PCOM went GREEN IQZone on IQChart 4 days ago, same as RDRT. Both Charts strong but RDRT being the stronger chart, could run out of Gas sooner then PCOM, meaning stronger rise in price for RDRT now with PCOM getting strong gains a few weeks later...... My take, stay long or add to RDRT for now and BUY PCOM on any dips in price. About when RDRT is ready to peak, PCOM could be a nice place to jump into next Long. PCOM along with Sergio's COOL is very much on my rader screen. Hope I do not miss them. Was I close?? ICN

To: Ken W who wrote (23361)	1/15/2001 1:18:27 PM
From: Sergio H	Read Replies (1) \| Respond to of 29382

Ken, my dad is from Argentina. You are correct, but he lives in Venezuela. Thanks for your read on CDO. On PCOM, does the gap concern you? Sergio

To: Ken W who wrote (23361)	1/16/2001 1:35:59 AM
From: Jibacoa	Read Replies (1) \| Respond to of 29382

Ken: PCOM:There was a good comment on CBS Market Watch on Dec.27: www2.marketwatch.com They said the 4Q could top estimates. According to the company, as a result of "strong order visibility" and improved execution, revenue for the period is expected to "meet or exceed" previous projections. P-Com is slated to report full details on its quarter in late January or early February 2001. As you probably recall in the second 1/2 of 1999 the stock traded between a L around 3 5/8 and H of 8 until it started to up-move in the first week of Jan. last year from 10 up to the March H of 28 1/2. Since the up-gap to 2 5/8 at the start of the trading on Dec.27, the stock has remained on an up-trend on the 60 minutes chart.(It did not break the trend with the test of support on the temporary dip on Jan.5,8 & 9)and it held well last Thursday and Friday, closing at the H of the day for the 3 day week-end. The money-flow has also turned positive since Jan.9 and IMHO it seems now ready to test resistance at the 5 to 5 1/8 level.That would be + 31.23% from present level, if it happens this week, for an annualized ratio of + 1500%, (not bad)<g> It looks good to me. RAGL Bernard