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


To: Clint E. who wrote (15957)5/12/1998 2:42:00 AM
From: Suresh  Read Replies (1) | Respond to of 68210
 
Hi Clint and Anindo,

I am not an ATHM expert but a satisfied user of the service and have traded them in and out couple of times. However my next purchase of ATHM will be as an investment. I have many people using cable modem here and they are all happy. According to ATHM's last quarter report they have increased coverage area in the most recent quarter. All they have to do is to have a better execution in terms of connecting users to their service ... (they took almost 4 weeks for modem installation/setup). It will be a pretty good cash flow story once they ramp up subscriber base. According to the guy who came to install the modem at our house, they are really busy connecting users to the cable modem service.

With the current pricing structure of phone companies ADSL modems/service, cable modem has an attractive pricing for most users. ADSL will be a challenger if the phone companies can get their act together and have decent pricing. Otherwise... ATHM should be flying high.

PMCS... must be a phenom...every analyst interview I have seen/heard has a good opinion of the company and fund's are piling up.

Clint.. did you see LU press release regarding their entry into FPGA ? Just saw the headlines of the story.

Later,

Suresh



To: Clint E. who wrote (15957)5/12/1998 2:52:00 PM
From: fedhead  Read Replies (1) | Respond to of 68210
 
Clint

I still have my short on AMAT at 37 1/4. I think the market
espects a couple of soft quarters for AMAT. I think the conference
call will set the tone for AMAT. In any case I do not think the price
off AMAT is going anywhere for the next few months. Good luck if
you decide to short it tomorrow. I did decide to buy ATHM at 39 3/4
and BRCM at 58 3/4.

Anindo