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

To: Johnny Canuck who wrote (40810)	3/10/2004 12:34:50 PM
From: Lachesis Atropos	Read Replies (1) \| Respond to of 69339

Hi Harry, I have not been looking for this before but have been noticing that companies seem to be opting to dillute share value. StarCraft, NanoGen, SuperGen ... SuperGen Announces Private Placement of $34 Million of Stock and Warrants biz.yahoo.com Seems like a trend. Lawrence

To: Johnny Canuck who wrote (40810)	3/10/2004 1:05:04 PM
From: Johnny Canuck	Respond to of 69339

09:28 LU: Lucent credit rating raised to B at S&P, outlook goes to Positive from Negative (3.90 ) 09:21 AFCI possibly misses milestone in Verizon contract -- UBS (23.08 ) UBS says its research suggests that Advanced Fibre Comms (AFCI) missed a milestone in the Verizon FTTP rollout. Specifically, based on the firm's discussions with industry sources, the firm believes the co failed to deliver FTTP equipment suitable for lab evaluation several weeks ago. Some may conclude that this delay has led to a re-bidding of the Verizon FTTP contract. However, the firm does not believe this has happened. On the other hand, if software issues are discovered that take several months to fix, then there is a risk Verizon may look to bring other vendor(s) back into the FTTP rollout plan. 09:19 CSCO: Recent weakness a potential negative indicator for sector (22.12 ) CIBC suggests that Cisco's (CSCO) recent underperformance vs. the S&P is a potential negative indicator for the sector's overall macro outlook. If this persists, they expect rotation within the sector away from more speculative names. According to the firm, this may have recently begun. CIBC notes that broader-market investors are already rotating away from the sector - selling Cisco because its the only name they likely own. In the past, this has sparked a rotation within the sector. Investors have generally sold more speculative names and sought safety in Cisco. Speculative names did extremely well over the last 6 months due to increasing optimism about a spending recovery. With a more stable, but arguably more mixed macro outlook now, there seems to be less enthusiasm about future tech spending - as evidenced by macro-level investors selling out of Cisco.