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


To: Clint E. who wrote (15269)2/24/1998 12:31:00 AM
From: Suresh  Read Replies (1) | Respond to of 68245
 
Hi Clint,

I am posting this response to your posting in CTXS thread. I usually don't like to have one sided opinion (esp. on the short side) in a particular stock's thread... Here is MHO.

in the history of MSFT... anything that is lucrative won't be left to other companies. I cannot think of MSFT leaving such a profitable business to other companies.

If they can't develop it in-house they will buy it out but not at high valuation levels. Now, the question is how much CTXS is really worth but my guess would be not worth at it's current levels. BTW, insider selling seems to be on the higher side than the normal.

I have to say CTXS is fundamental short at this point. I think the chart is telling the things to come. It is very hard to argue on the long side for CTXS with it's action based on good earnings report and stock split.

What do you think ?

Regards,

Suresh

PS: Any info on QCOM presentation today? Interesting option activity in QCOM Jan 99 60 call and MOT Mar 60 put today.



To: Clint E. who wrote (15269)2/25/1998 2:34:00 PM
From: Johnny Canuck  Read Replies (2) | Respond to of 68245
 
Hi Clint,

Does Techie have access to the NN conference call number? It looks
like investor relations is not letting anyone besides analysts
get the number this quarter. EMAIL it to me if she does.

I finally got a call back from ADCT. I am playing phone tag with the
VP of investor relations today so far. If you want to ask anything
EMAIL me.

Harry