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


To: j g cordes who wrote (36404)3/12/2002 9:42:09 AM
From: Johnny Canuck  Read Replies (1) | Respond to of 68102
 
Jim,

$10 is an important psychological level. If it fails to break above it soon, RMBS will fall back to the lower support levels. Till it proves it can stay above $10, I doubt you will see much institutional interest.

It still amazes me the amount of negative and positive PR that surrounds this stock. Given the stakes though in the form of royalties I can understand the necessity of the industry to crush RMBS. I saw the same kind of industry sponsored negative PR on QCOM when it was trying to establish CDMA. The GSM supporters actually hired so called experts to dispute the CDMA claims publically. It has nothing to do with technology and everything to do with business.

It looks like the LU and NOK warnings will start to pressure the techs now. In the absence of specific news the market has rallied on the premise an improving economy will raise all boats. With warnings season now in full swing we will get to see how well the recovery is taking hold.

My expectation was that the recovery would take longer than expected, so the strength of the current rally has surprised me. It will be interesting to see the reaction to this pull back. Technically the market still looks strong.



To: j g cordes who wrote (36404)3/12/2002 9:52:08 AM
From: Johnny Canuck  Respond to of 68102
 
Merrill Lynch Global Communications Investor Conference
Grand Hyatt New York

Monday, March 11, 2002
Time Room 1 Room 2 Room 3 Room 4 Room 5
09:00 ET Q --- --- --- ---
09:30 ET AWE --- --- --- ---
10:00 ET BLS --- --- --- ---
10:45 ET T --- --- --- ---
11:15 ET NT --- --- --- ---
12:30 ET VZ
14:00 ET PT ADCT --- --- ---
14:30 ET TU GLW --- --- ---
15:00 ET SES Global* FNSR PLT --- ---
15:45 ET APS NEWP SPOT ALGX FFIV
16:15 ET UPCS ETS NSK WCG ACTR
16:45 ET --- STLW LOR PaeTec* SCMR
* Company not publicly traded in the US.
Tuesday, March 12, 2002
Time Room 1 Room 2 Room 3 Room 4 Room 5
08:30 ET VZ --- --- --- ---
09:00 ET WCOM --- --- --- ---
09:30 ET NTT DoCoMo* --- --- --- ---
10:00 ET LU --- --- --- ---
10:45 ET MOT --- --- --- ---
11:15 ET SBC --- --- --- ---
11:45 ET ALA --- --- --- ---
12:30 ET QCOM
14:00 ET NXTL TLAB --- --- ---
14:30 ET AT AV --- --- ---
15:00 ET VSAT Rogers Cable* UTSI --- ---
15:45 ET TPC SBL Inmarsat Ventures* TWTC XXIA
16:15 ET PCSA RIMM Eutelsat* CWON HLIT
16:45 ET UNWR SFA ANDW RCNC CORV
* Company not publicly traded in the US.
Wednesday, March 13, 2002
Time Room 1 Room 2 Room 3 Room 4 Room 5
08:15 ET CSCO --- --- --- ---
09:00 ET tba --- --- --- ---
09:30 ET ERICY --- --- --- ---
10:00 ET BCICF --- --- --- ---
10:45 ET WWCA --- --- --- ---
11:15 ET JDSU --- --- --- ---
11:45 ET FON --- --- --- ---
14:00 ET SJR JNPR --- --- ---
14:30 ET VZ TWTC BCICF SJR CIEN --- --- ---
15:00 ET Above panel cont'd EXTR CMVT --- ---
15:45 ET LVLT FDRY DOX VIP SPM
16:15 ET tba TKLC NXTL PTNR ONIS



To: j g cordes who wrote (36404)3/12/2002 9:53:07 AM
From: Johnny Canuck  Respond to of 68102
 
Deutsche Banc Home Building Conference

Monday, March 11, 2002
Time Room 1
09:00 ET MDC Holdings*
09:30 ET BZH
10:00 ET BDK
10:45 ET RYL
11:15 ET SPF
13:00 ET SHW
13:30 ET HOV
14:00 ET MAS
14:30 ET WCI
* Company not publicly traded in the US.
Tuesday, March 12, 2002
Time Room 1
09:00 ET ASD
09:30 ET MTH
10:00 ET LEN
10:45 ET CTX
11:15 ET DHI
13:00 ET TOL
13:30 ET SWK
14:00 ET PLTE
14:30 ET RYG
15:00 ET BMHC



To: j g cordes who wrote (36404)3/12/2002 9:53:58 AM
From: Johnny Canuck  Respond to of 68102
 
SG Cowen Healthcare Conference
Mariott Copley Place Hotel

Monday, March 11, 2002
Time Room 1 Room 2 Room 3
08:10 ET THC HNT --- ---
12:00 ET NVO --- ---
13:15 ET VRTX HGSI MLNM OGSI BASI KNDL PRXL
14:30 ET USPI SLMC CERN FCGI SUPC ---
15:45 ET --- AMHC ---
17:00 ET HMA THC TRI --- ---

Tuesday, March 12, 2002
Time Room 1 Room 2 Room 3 Room 4 Room 5 Room 6 Room 7 Room 8 Room 9 Room 10 Room 11 Room 12
08:00 ET ALXN AMEV BCOR BSX BAXS LLY HNT JNJ KNDL THC VICL VITL USPI QDEL
10:15 ET AKZOY CRL GSK GDT HMA MCK OGSI SCIO PKI PSTI PDLI SLMC Pyrosequencing* STE EYE Wyeth*
13:15 ET ALKS AMHC CRA CERN CTEC ENMC DNA HGSI GPC Biotech* HUM KG TKTX MDT NiCox* PHA PJP.L ** RESP TRI
15:30 ET AET ABT ALTH AMGP AGII CMX CVD Gambro* ILXO ICOS IZP.TO ** KOSN NVS OMCL SCRI SKYE THOR Vernalis* ---
16:30 ET HH --- --- --- --- --- --- --- --- --- --- ---
* Company not publicly traded in the US.
** Stock is traded on a foreign exchange.
Wednesday, March 13, 2002
Time Room 1 Room 2 Room 3 Room 4 Room 5 Room 6 Room 7 Room 8 Room 9 Room 10 Room 11 Room 12
08:00 ET AVE CIPH CURN ENZN EXEL IMNX FHCC INHL LPNT MTD MRK QGENF DGX QTRN VMSI --- ---
09:00 ET AGIX DYAX Orthofix* --- --- --- --- --- --- --- --- ---
10:15 ET ARDM BEC BGEN CNTE CEPH CVTX DNDN DP ENDO ENDP LEON ESRX MEDI MLNM NEOF SGP STJ TMO UHS
13:15 ET BMY Biosearch Italia* CPTS CRXA WPI Evotec Biosystems* --- IMNY WTRS LH THER PRXL MYL PDX SQNM PFE RGEN RHB RSMD
15:30 ET --- ALO AHS CIMA ANPI GENXY HELX INGN IMA KOSP MIL PHSY OXHP SEPR RGX VRTX LNCR CVAS COO
* Company not publicly traded in the US.
Thursday, March 14, 2002
Time Room 1 Room 2 Room 3 Room 4 Room 5 Room 6 Room 7 Room 8 Room 9 Room 10 Room 11 Room 12
08:00 ET CRA OGSI --- --- --- --- --- --- --- --- --- --- ---
10:15 ET AEGN AMGN Antisoma* BASI CDIC CNMD FRX GZMO IDPH MATR ODSY SSB.TO ** ISIS ILMN Sanofi-Synthelabo*
11:15 ET HLTH --- --- --- --- --- --- --- --- --- --- ---
13:15 ET ABI BDAL CHIR CCRN DKWD ICN IGEN RX BONZ VGNX MMSI NPSP Novuspharma and Karo Bio* VITA PHA
15:30 ET Actelion* BJCT CGPI GZTC MorphoSys AG* TXBI VERS --- --- --- --- ---
* Company not publicly traded in the US.
** Stock is traded on a foreign exchange.



To: j g cordes who wrote (36404)3/15/2002 12:45:59 AM
From: Johnny Canuck  Read Replies (2) | Respond to of 68102
 
Hi Jim,

Are you watching the action on GNSS? I noticed a number of the short term trading threads playing it. One or two traders are suggesting it as a long position trade just under 30 for a move to 40. I must be missing something here.

I am more inclined to think it fills the gap at 33 and re-test the low at 23 before it goes to 40 despite the strength the last few days in a down market.

I think the company is well positioned longer term, but the FA and TA are diverging here and I am incline to trust the TA which indicates a poor risk reward on the long side short term (ie.... any more than intra-day).

The OBV and money flow look pretty bad too.

askresearch.com



To: j g cordes who wrote (36404)3/15/2002 1:00:43 AM
From: Johnny Canuck  Read Replies (1) | Respond to of 68102
 
Message 17200736

I am starting to wonder if there really is all that cash sitting on the sidelines. Some of it probably went into hard assets like housing. Some of it just plain disappeared forever as people tried to buy the dip and lost big time. Remember part of what killed many people in the melt down of 1929 is they keep buying the dips all the way down. Given the low savings rate how much money can really be on the side lines really.

In Canada RRRSP contributions were down this year. No line up at all at D-day approached. With the consumer spending to keep the economy afloat with low interest rates on cars, homes and consumer goods where is all this money.