Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Scrapps who wrote (15035)	4/27/1998 1:23:00 AM
From: jhild	Read Replies (1) \| Respond to of 22053

Mercifully, over for the night. I have not laughed so much in a long time. Some of those guys went over to the FBN IPO thread and started to rat Janice out that she was spending her time tearing down the competition. Then went on to say that after doing their DD on FBN that it wasn't going anywhere. I suppose I must be easily amused, but the posts of that guy claiming he was a champ at DD, and FBN was in real trouble, was a classic. No effort to remove his foot from his mouth was successful. Well, back to work for me. The Ghost thread is really quite a peaceful place.

To: Scrapps who wrote (15035)	4/27/1998 9:05:00 AM
From: Moonray	Respond to of 22053

Huh? If you choose this thread(#Subject-15467) you will see on the left "Related Subjects (New)". A quick click shows threads "X-Ray vision a must" and "Hi-Tech Haiku". Somehow I never thought of COMS this way. What two posters do you suppose are goofing up Brad's alorithm? <g> o~~~ O

To: Scrapps who wrote (15035)	4/27/1998 9:59:00 AM
From: Moonray	Respond to of 22053

Tech tea leaves show investors should be wary Mercury News - Posted at 12:04 a.m. PDT Monday, April 27, 1998 Tech stock investors once liked to repeat a simple investing maxim: Buy 'em at the AEA, sell 'em at H&Q. The loading-up signal was the American Electronics Association annual financial conference in the late fall, and the time to bail was at the Hambrecht & Quist Technology Conference, which begins today in San Francisco. ''I think things could get real ugly for the networking stocks in the second half of the year,'' says Kevin Landis, a portfolio manager for the Technology Value Fund in San Jose. He fears that revenue growth can't keep up with falling average selling prices and that no networking company will be immune. That includes Cisco Systems Inc. (Nasdaq, CSCO), the only major equipment maker not scheduled to present at H&Q. Lucent Technologies Inc. (NYSE, LU), Bay Networks Inc. (NYSE, BAY), 3Com Corp. (Nasdaq, COMS) and Ascend Communications Corp. (Nasdaq, ASND) all are on the agenda. Cisco's current quarter ends Thursday and the company is scheduled to report earnings May 5. A disappointment by Cisco or any indication by management that the balance between falling prices and rising revenues will worsen undoubtedly would rattle the tech market. Cisco, unlike Bay, 3Com and Ascend, continues to trade near its 52-week high. sjmercury.com o~~~ O