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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Nancy who wrote (35330)	11/30/2001 5:05:22 PM
From: xcr600	Read Replies (1) \| Respond to of 68784

16:13 ET Avici Systems (AVCI) 2.90 +0.08: Provider of core routing solutions for the Internet announces that it has further reduced its workforce by 40 employees, or approximately 12% of workforce. "As we see market conditions remaining flat through the first half of 2002, we are taking this action to further reduce our expenses, conserve cash and drive the company to profitability," said CEO.

To: Nancy who wrote (35330)	11/30/2001 5:12:33 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 68784

my problem with onis was when they forecast good growth in a cc (not last one the one before) and then insiders sold and then they came out and prewarned. not saying the market didn't change but i don't like investing where either the management isn't trustworthy or they are too inexperienced to know what is going on. If they didn't sell into their forecast I wouldn't be so negative but now you can't trust them

To: Nancy who wrote (35330)	12/4/2001 5:12:15 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68784

Nancy, CSFB TLAB presentation indicates that there are a few request for proposals out ther for the metro space among the ILEC's, but given the constraints on the cap ex budgets any announcement will be strategic as opposed to an actual increase in spend rate (ie ... more buzz than reality). There is still oen ILEC that has not put out an RFP. TLAB thinks that given the environment most carrier that remain with their point to point supplier as opposed to giving sizable wins to new suppliers. The call went a little fast. I did not have time to make good notes. I will try to clean up my notes if I have time. ONIS technically is stil in a down trend. It is now at support. The next support level is $6 then $5. stockcharts.com I don't think there is a hurry given the possible downgrade of CIEN today. The reality is that ONIS is planning for a protracted slowdown. Remember they planned for a burn rate so that they can last 4 years. TLAB is not seeing anything before Q3 2002 at the earliest.