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

To: j g cordes who wrote (17641)	8/20/1998 4:23:00 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 70194

Jim, Fairly upbeat call on ADCT. A few points that might have an impact on other companies: 1) They are noticing that customers are delaying their payments longer than usual, this includes the RBOC's. Some of this is explained by the recent merger actives, but I am guessing that some of it may be explained by pressure on the margins of the RBOC's effecting cash flow. It is worth keeping an eye on this situation as other companies report next Q. 2) The strongest growth area for ADCT going forward is Europe not North America. This is across all product lines. 3) Toll quality voice over IP is not expected for another 6 months. This is for all companies not just ADCT in mangement's opinion.

To: j g cordes who wrote (17641)	8/30/1998 4:11:00 AM
From: Johnny Canuck	Read Replies (2) \| Respond to of 70194

Hi Jim, Check out the action on PMCS on Friday. Up 2 3/4 on above normal volume. I can't find any news. Some one likes the Sept 35's a lot too. This is starting to look like a good entry point. Why ORCL? It just looks like it is consolidating on the chart. I can understand the other choices you posted on the Tech Option thread since they got upgraded on the first day of the market drop. They should recover first. Let's see if we get a gap opening on Monday or whether calmer heads prevail.