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

To: Logain Ablar who wrote (40083)	8/20/2003 3:03:14 AM
From: Lachesis Atropos	Respond to of 69207

Could not help but notice -- headhunters searching and market trending. August is shaping up to be a continuation of an up trend or a dream as a wish fulfillment. Month Searches Views August 2003 157 6 <- Looking good. Still two weeks left July 2003 150 9 June 2003 96 6 May 2003 202 9 April 2003 198 19 March 2003 342 10 <---- Up trend starts February 2003 183 18 January 2003 210 10 December 2002 146 13 November 2002 156 3 October 2002 322 17 <---- Up trend starts September 2002 89 2

To: Logain Ablar who wrote (40083)	8/20/2003 6:04:53 AM
From: Johnny Canuck	Read Replies (2) \| Respond to of 69207

Hi Tim, Thanks for the list of NG plays. I have read some conflicting articles. I can't seem to get a concensus on whether the absolute amount of gas available from the wells is actually increasing. I know I read an article that suggested demand is higher due to the switch over a few years back when gas prices were lower. As you suggested the switch back to alternative energy sources would be tough and time consuming, so if the supply side is constrained then the price will rise accordingly. I know the drill programs are up, but it is being suggested that the replacement wells are not even close to replacing the volume produced from the depleted wells.

To: Logain Ablar who wrote (40083)	8/29/2003 4:09:29 AM
From: Johnny Canuck	Read Replies (2) \| Respond to of 69207

Tim, Does JNIC have any technology worth $100 mil or is it just a wannabe company. I am trying to figure out if this is truly a negative for AMCC. It is only a small portion of their cash and it gets them entry into the faster growing storage business. If they are not buying brand name recognition or future technology, then they have blown their money. Harry ****************************************** Applied Micro Circuits to Acquire JNI By TSC Staff 08/28/2003 04:28 PM EDT Applied Micro Circuits (AMCC:Nasdaq - commentary - research) signed an agreement to acquire JNI (JNIC:Nasdaq - commentary - research), a provider of hardware and software for storage area networks, for about $190 million. According to the agreement, Applied will pay $7 a share in cash for each share of JNI. Applied also will assume all JNI employee stock options. As of June 30, JNI's assets included about $90 million of cash and investments. The boards of both companies have approved the acquisition, and Applied expects to close the transaction in the fourth quarter of this calendar year. Shares of JNI closed Nasdaq trading at $5.79. The 52-week high is $6.85. Applied closed at $5.93.