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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum -- Ignore unavailable to you. Want to Upgrade?


To: Jenna who wrote (5342)2/26/2001 6:42:18 PM
From: Smart_Money  Read Replies (1) | Respond to of 6445
 
Read this and wonder.

Intel Says Telecom Industry Facing 'Bankruptcy'
Get Quote, Company Info: INTC
By Paul de Bendern
Reuters

CANNES, France (Feb. 23) - Intel Corp, the world's largest computer chip maker, on Friday said the telecoms
industry was heading for financial woes because of its heavy spending on yet unproven next generation wireless
technologies.

"We're facing a situation of where an industry is heading for bankruptcy...before even a 3G (third-generation
mobile phone) call is made," Intel Vice-President and General Manager Hans Geyer told delegates at the GSM
World Congress.

Intel is quickly becoming one of the key suppliers of semiconductors to the wireless telecom industry, selling
processors and memory chips.

Mobile telecom operators including Vodafone, France Telecom, Deutsche Telekom and Telefonica last year sank
over $100 billion into new radio spectrum licenses, also known as 3G licenses.

Geyer said they were likely to spend a similar amount to buy networks to run these new systems which are
expected to deliver fast Internet services to mobile phones.

Geyer, attending the world's largest annual mobile phone trade show in Cannes, said the industry should work on
finding and building services and applications that consumers would want and would buy.

Sales growth of mobile phones is leveling off to 20-25 percent annually from 50-60 percent levels in the last
several years, which means operators can no longer grow their way out of unprofitable business plans.

Geyer said the telecoms industry should learn from the personal computer market and warned operators and
wireless companies from trying to find a single so-called "killer application," one which alone would justify the
technology.

"The PC industry has not seen one 'killer application'," said Geyer, who made the comments during a panel
discussion which included executives from Psion, Siemens, Microsoft, and Handspring. The discussion came after
Japan's Sony Corp and Psion presented their visions of the wireless future.

"We shouldn't worry about whether Sony's (or other companies) vision is the right one," Geyer said. "It doesn't
matter which vision is the right one... users will decide what they want. I can't predict what they will want."

"The focus should...be on the current technologies and what can be done with them," said Joe Sipher,
vice-president of product marketing at handheld device maker Handspring.

"I'm worried that the focus is too much on future technologies and what they will be able to do," he said.



To: Jenna who wrote (5342)2/26/2001 7:38:02 PM
From: Jenna  Respond to of 6445
 
ESCM/CHBS marketgems.com ESCM trending up today on 10 times normal volume.. on today's watch list.. one tradt ----> leads to IVGN ---> IMGN (continuing plays) this is another way we utilize te watch list. In this way we don't distracted by "highs of the day" "most active lists" by the time the stocks are making the lists its usually too late anyhow. marketgems.com
marketgems.com

Saves us a lot of profit potential when you just look over what we send. By the way, you don't need to use our watch list, make you own, just have some game plan and don't watch masses of stocks especially when they come off scans with the exact criteria... How do you choose? Picked up 10 of the very best, and just track those

PHSY friday's list (It was a short then, but mentioned it would be a buy after this pullback) again same thing.. PHSY ---> recalls a prior play PHCC which recalls LNCR... All these are on our 'suggested for possible swing trade list' as you notice NONE OF THEM ARE TECH STOCKS

CHCS today's list---> led right to CHBS a call from last week continuing through today---> leads to FTUS that's how watch list picks in certain sectors retrigger previous plays that are already posted to be in a BUY ZONE (means they are actually still trading at their high levels and if you had chosen they would have made good swing trades.

marketgems.com
marketgems.com

Not everyone triggers other stocks for recall NETE stood alone today as did HOMS and the NTIQ morning short

marketgems.com

EMBT and PHSY were awaiting pull backs to retrigger. EMBT
was posted this weekend as was IVGN.. FCEL barron's article said it was a short by some hedge fund, that scratched its long potential or at least the bias for us was the downside and so it goes.

NEWS ---> trigger signals (FCEL watch list reemembered from last Friday so the Barron's article found its way home)
What are the results of watching this continuation of plays? By tracking and staying attuned to the better and past trades you get out a rut of constantly watching the same old stocks that are more elusive now than ever since their recents moves to the downside is still intimidating investors and even traders. MANU a trade last week was just too good to leave and posted yet another chart for today.. marketgems.com

What went on in the rest of the market, well we know about the market internals we track those but not too much concerned us but our stocks from our sectors.

What I do at night is put up my 3 screen monitor with the 10 major watch lists picks and the other screen with a smaller version of the last one and highlights from last Thursday (not all) that way we can see a commonality in all. I also have a chart of the retail index, the biotech index, the biotech holders, the semiconductor index and watch these as well.