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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (28088)	1/22/2002 11:00:45 AM
From: Chris	Respond to of 52237

10:57 ET Broadcom (BRCM) 46.43 -2.09: In a pre-open note, USB Piper Jaffray analyst Ashok Kumar argued that BRCM's ServerWorks is seeing its first serious competition from Intel (INTC) in one-way and two-way server platforms; Kumar says this could threaten Broadcom's strategy to use chipsets as entry points for gigabit ethernet and other products into server OEMs.

To: Paul Shread who wrote (28088)	1/22/2002 11:01:08 AM
From: Chris	Read Replies (1) \| Respond to of 52237

toast to that one, ive been wrong many times.. it's called stop out!

To: Paul Shread who wrote (28088)	1/22/2002 11:10:42 AM
From: isopatch	Read Replies (1) \| Respond to of 52237

Paul. Well said. That bozo has been following me from thread to thread on both SI and Yahoo, for months!! Occasionally with one or two fellow bashers. Charming people.<lol> Hopefully they will just fade away as Mr Market takes care of them<g>. People who try to blame others for their own trading errors don't do well in this game over the Long Term. Am still 70% cash, without great enthusiasm for anything at this point. Did buy some UPL in the gassers. But no full positions in the energy stocks. Even my biggest OS position, HOFF is only a 1/2 to 2/3 holding at this point. Just doesn't look like a good time to take big risks on the long side. MO, the 2 things holding this thing up are: 1. Too many small speculators are trying to short it and 2. Wishful thinking that another Fed cut, a week away, will give us more rally. So far, those shorts have been very tenacious. But till they capitulate, doubt we'll see the big decline Also a few TA indicators are lining up to indicate another ST trading low isn't far away in either time or price. Looks like you scooped my old employer with your call on the drugs.<g> Isopatch

To: Paul Shread who wrote (28088)	1/22/2002 11:21:30 AM
From: Frederick Langford	Read Replies (2) \| Respond to of 52237

Paul, You might take a look at ALOG ALOG provides scan tech for both INVN and LLL Analogic ALOG owns a sub called ISS Security-which supplies scanning technology for both of the two companies FAA approved to scan baggage,InVision and L3---meaning no matter who gets the fed deals for airport scanners alog will benefit. A few links pointing out alog's deals analogic.com Bernard Gordon, founder of Analogic, a Peabody firm that supplies components for both the L3 and Invision machines, said, ''at the beginning of any project, there is a learning experience when you install very complicated machinery. There were lessons learned with Invision machines. L3 went through a similar period.'' Asked about the paired-funding requirement, Gordon said that because advanced bomb-detection equipment is Invision's main product, and because relatively few machines were being purchased, company officials there were trying to persuade Congress and the FAA to buy all the machines from them. 'This market could easily move to the billion-dollar range, based on the tens of millions of bags to be inspected daily in the US alone,' said Bernard Gordon, president of Analogic Corp, which supplies components to InVision. Federal Aviation Administration has issued a contract for a more economical line of devices, Gordon guessed about 200 would be produced in the next 15 months. Analogic has contracts to supply complete systems or sub-systems for L-3 and PerkinElmer, as well as CT components for a third company, InVision Technologies Fred