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

To: Johnny Canuck who wrote (15201)	2/2/1998 5:58:00 PM
From: Clint E.	Read Replies (4) \| Respond to of 68048

>>Do you have any insight to what their specific competitive advantage is.. No, I don't....All ICs that I have been involved were/are silicon-based gate-array or std. cell ASICs so I am unfamiliar with GaAs process and VTSS's possible advantages. Never had a need for FFs with 5G/sec toggle rate!!! Looking at VTSS design flow, I like how I can use verilog-->synthesis-->simulation flow to target into their technology, especially the use of their mega-cell lib. I wasn't recommending the stock, BTW. The only stock that I recommend is to short QCOM as it pops back up. I am so negative on QCOM. Long-term investors should ask why the company who invented the technology doesn't get picked by any major PCS provider in the US to provide BTS equip. In the H/S market, tough competition in the next 3-6 months. Again, more later....Perhaps this weekend. NN warned...As usual, 3 wks before earnings date!! Clint

To: Johnny Canuck who wrote (15201)	2/3/1998 11:53:00 AM
From: Clint E.	Respond to of 68048

Harry...Decided to get out of NN with 5/16 loss...May need some time and I don't have time!!! NN is currently trading at $20 1/16 Symbol : NN Exchange : 202 Description : NEWBRIDGE NETWORKS CP Last Traded at: 20 1/16 Date/Time : Feb 03 11:52:00 $ Change : -5 7/16 % Change : -21.323530 Bid : 20 Ask : 20 1/16 Volume : 4953400 # of Trades : 1670 Opening Price : 19 1/32 Last Shares : 7 Day Low : 19 Day High : 21 52 Week Low : 25 1/2 52 Week High: 69 3/8