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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (48551)	3/7/2001 11:32:47 AM
From: If only I'd held	Read Replies (1) \| Respond to of 57584

Just don't ...mmmm...how do they say it...."back up the truck" just yet. I would average in over the next 2 months. I still am not a beleiver that we have seen the bottom on the Nas yet. I think the bottom is 1800, with an extremely oversold bottom of 1500. (But isn't that the way?) Those CORV blocks were absorbed by someone yesterday...and I think they have been being distributed ever since. Watch them ECN's.

To: Rande Is who wrote (48551)	3/7/2001 1:28:58 PM
From: baddtiming	Read Replies (1) \| Respond to of 57584

Analyst jumping on board corvis today...positioning themselves to manipulate stock later, RESEARCH ALERT - Merrill starts Corvis, Sycamore (Reuters, 03/7/2001 09:44) CHICAGO, March 7 (Reuters) - Merrill Lynch said Wednesday it started coverage of optical technology firms Corvis Corp. (NASDAQ:CORV) and Sycamore Networks Inc. (NASDAQ:SCMR). Merrill Lynch analyst Michael Ching said in a research note that he started Sycamore with an intermediate term neutral and long-term buy rating. He started Corvis with an intermediate term neutral and long-term accumulate rating. Ching said he expects Sycamore to post fiscal 2001 sales of $591 million and earnings per share of 22 cents. He expects 2002 sales of $900 million and earnings per share of 30 cents. Ching said he estimates a loss of 24 cents a share and sales of $320 million in 2001 for Corvis. He expects Corvis to earn 3 cents a share in 2002. Merrill Lynch also reinstated coverage of Ciena Corp. (NASDAQ:CIEN) with an intermediate term accumulate and long-term buy rating. Shares of Sycamore rose 3/8 at $16-1/4 on Nasdaq in early morning trade. Corvis shares rose 1/4 at $8-3/8 and Ciena shares rose 3 percent, or $1-13/16, at $76-9/16 . chicago.equities.newsroom@reuters.com)) Copyright 2001, Reuters News Service Companies or Securities discussed in this article: Symbol Name NASDAQ:CORV Corvis Corporation (NM) NASDAQ:SCMR Sycamore Networks, Inc. (NM) NASDAQ:CIEN CIENA Corporation (NM) -------------------------------------------------------------------------------- Copyright © 2000 Lycos, Inc. All Rights Reserved. Lycos® is a registered trademark of Carnegie Mellon University.

To: Rande Is who wrote (48551)	3/7/2001 3:01:47 PM
From: GREENLAW4-7	Read Replies (1) \| Respond to of 57584

MCDT and CORV, 2 stocks I have recently added to my LONG- LONG list for 2002. Rande are you a mind reader?? LOLOL Regarding MCDT, living here in R.I. and working in MASS, I have several friends that work for EMC. After MCDT went public they did tell me EMC funnels a great deal of their contracts to MCDT over both QLGC, and EMLX. I do not know enough to say MCDT is in the same class as QLGC, EMLX or BRCD but they do have some incredible growth going forward. Secondly I have noticed after VRTS earnings call last week that the MCDT space has been holding up very well. I bought my shares at 19. Regarding CORV and its potential for a move above 15-18 in the near term. I owned NUFO during its lock-up expiration. It went from like 57-18 in 3 weeks during those first 3 weeks. It was really relentless and very similar to CORV insider sales. After the 3rd week the selling dried up, and the stock went from 18-29 in 1 day, then 29-44 in like 2 days!! It never reveisited the 30's until recently with the OPTIC CRASH IN FEBRUARY! My point is this low of 8-9 may very well be an artificial and temporary position. I expect the selling to abate in the next 2 weeks, and if they do announce any new contracts the greedy shorts who are risking for 6 will take CORV back to the 20-24 range in no time.