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

To: Thomas M. who wrote (15253)	2/13/1998 3:29:00 AM
From: Philip H. Lee	Respond to of 68092

The best charting site on the 'Net, in my opinion: Features: - The most beautiful charts I've seen; - Customizable technical indicators; - User-friendly interface. Telescan tscn.com The site has the VERY BEST multi-day intraday price/volume charts. For example: tscn.com Also has a neat backtesting feature (located next to the customizable indicator fields) for techincal indicators. It'll tell you what your return would've been had you followed the buy/sell signals. Philip

To: Thomas M. who wrote (15253)	2/15/1998 4:22:00 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68092

Hi Thomas, I won't be around much in the next few weeks, so don't get discouraged if you don't get an answer right away. I have seen the rumors in the press and I have heard a number of other ones that came out of ComNet that did not make the press involving NT. I won't repeat any of the other ones as I have not been able to verify any of them. If any of them are true, that information is not filtering out of the upper management to the working engineers, In general I tend not to give too much wieght to rumours. They should not effect your descision to enter or exit a trade. Concentrate on the fundamentals, if the rumors are true it is a bonus, but don't buy a stock based on a buy out rumor. They are often wrong, though if your timing is right on exit and entry you can get a few points as people buy on the rumor and sell on the news. Get the timing right on rumours is difficult though. As for NT's and LU's desire to acquire data network technology, the short answer is they are both looking to expand their presence in this area. If you listened to the CSCO conference call, you would have heard Chambers mention that both NT and LU have 3 billion dollars in sales annual in networking products and the CSCO is aggressively looking to form an alliance with both of these companies. The reality is that RBOC's prefer to deal with telecommunications companies not networking companies. Convergence between networking and telecommunications is coming. NT recently formed a data communication division. The new head of the division has stated he is willing to buy technology where appropriate and form partnerships as needed. CS has a relationship with NT already. NT's is trying to get the ISP business too, Their new 1 megabit modems due this Christmas will make them a player in this space. They are number one in the enterprise ATM WAN space. LU wants to aggressively be in the networking area too as the growth rates of the demand for products is high. They are essential prevented from making a big merger or buyout till October as they are prohibited from making a pooling of interest deal till that time as far as I know. That was one of the terms of the spin off of LU from T. Harry

To: Thomas M. who wrote (15253)	2/15/1998 6:40:00 AM
From: Johnny Canuck	Respond to of 68092

Upbeat Cisco Looks To Add Staff, Partners Date: 2/17/98 Author: Michele Hostetler Cisco Systems Inc. dominates the networking industry with one simple objective - being No. 1 or 2 in the markets in which it competes, says John Chambers, Cisco's chief executive. The philosophy has worked so far. Revenue for the San Jose, Calif.-based powerhouse's second quarter ended Jan. 24 increased 27% to $2 billion, from $1.6 billion in the same quarter last year. Earnings per share jumped 26% to 43 cents, from 34 cents. And Cisco is working to eliminate potential vulnerable spots. No longer is the company looking to Asia for strong sales, Chambers says. Asia comprised 10% of overall sales for the quarter, down from 16% the same time a year ago. ''We don't see economic conditions in Asia improving in the near term,'' Chambers said. ''It wouldn't surprise us to see ales percentages) move into the single digits this year.'' Even so, after finishing its 32nd straight quarter in the black, Cisco plans to add employees - and possibly a few partners - in the next few months, Chambers says. The promise of integrated voice-data-video networks has Cisco on a hiring spree. The 12,075-employee company plans to add up to 1,500 engineers and salespeople in the next four months, Chambers says. Chambers recently told IBD about Cisco's plans to partner with current competitors and where it stands in integrating voice and data networks. IBD: As voice and data networks become one, Cisco faces intense competition from giants Lucent Technologies Inc. and Northern Telecom Ltd. Please elaborate on Cisco's plans to partner with one of the two. Chambers: We'll decide here in the next quarter or two if we can really work with one of the two. And they've got to decide about us as well. They're really the linchpin here. I've always thought I'd like to partner (with one of them). It's more whether they can see a way where it makes sense to them and whether we can truly split the products out in a way where we both win. You can't compete against the whole product line. In other words, we can't say we're going to partner and compete at any product level. Customers are smart enough to see through that. And by the way, the engineers see through that right away. So you really don't have a partnership. Just like we've done with Intel (Corp.), Microsoft (Corp.) and Hewlett-Packard (Co.), we've tried to make the overlapping products to a minimum, talk about how our customers win by integration and how our joint product development works. I think it's now more of an issue of whether we can come up with a product strategy with one of the two that they buy into and we buy into. Time will tell on that. IBD: How will Cisco respond if a partnership with Lucent or Nortel fails to happen? Chambers: In typical Cisco fashion, we'll have a lot of fun (competing with them). They're competitors with very deep pockets. I think our customers will win if we work together, and that would be my first choice. But if not, we're very comfortable competing. Continued on Page A26 (C) Copyright 1998 Investors Business Daily, Inc. Metadata: CSCO LU INTC MSFT HWP E/IBD E/SN1 E/TECH