Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: smet~ who wrote (16877)	12/5/2001 1:30:18 AM
From: zx	Respond to of 19633

Tech Data (TECD 45.05 -2.58), a provider of IT products, is catching some fire after announcing a private offering of $250 mln of convertible subordinated debentures; meanwhile, Wind River Systems (WIND 17.20 -1.37), a software company, is suffering a similar fate after announcing its intention to offer $125 mln of convertible subordinated notes (plus an additional amount of up to $25 mln at the option of the initial purchasers) for sale in a private placement... i think the holders of converibles like to short the stock. and so wind 17.20 and tecd 45.05 are going to feel a downward pressure.

To: smet~ who wrote (16877)	12/5/2001 8:07:02 AM
From: Tom Hua	Read Replies (4) \| Respond to of 19633

Rob, I may short INTC before its mid-quarter update, and SUNW too if it goes to 14s. 07:57 ET National Semi (NSM) 31.35: Lehman cautious on NSM, expects company to lower guidance due to weak demand outside of wireless, and believes that co did not build sufficient backlog for rev growth in Q3. Valuation does not reflect a delayed recovery in fundamentals. 07:55 ET Intel (INTC) 32.86: CSFB says that recent channel checks reinforce the view that Intel will guide to the upper end of its revenue range in tomorrow's update call, and perhaps even above the range; nevertheless cautions that Q4 consumer-oriented demand pop is in the stock and maintains HOLD ratings - sees better buying opportunity after Q4. 07:50 ET Sun Microsystems (SUNW) 13.74: Following up on her comments yesterday that the hardware sector was performing better than expected in Q4, Goldman Sachs analyst Laura Conigliaro says today that a recent visit with SUNW led her to believe that business is improving in the US and stabilizing in other major geographies. Regards, Tom