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.

Pastimes : J Doe #13 Off-topic Non-Specific Tech Stock Ponderings -- Ignore unavailable to you. Want to Upgrade?

To: Charlie Finley who wrote (1218)	11/3/1998 3:53:00 PM
From: Johnathan C. Doe	Respond to of 1819

Sold my PAIR today; massive downgrades and the company denying any takeover discussions; I'll bet on a pullback to 8+ and if it doesn't happen; so what. PAIR just gets killed every time it runs up on takeover speculation and the company jumps right in and denies it all. This time you have to add all the downgrades. The market really wants to squash an rumor oriented speculations in PAIR.

To: Charlie Finley who wrote (1218)	11/4/1998
From: Johnathan C. Doe	Respond to of 1819

Boy, looking over the dead dogs; CS, WDC; they have had some nice runs. I think getting out of PAIR will pay off as I think it will re-test 8. I'll buy it back at 8. There have been so many great plays and I haven't made enough of them. That drubbing the techs took really does numb you to playing the market robustly. There was a rolling correction nature to it. I wonder how the market will react to the election which has been solid Democratic which has been a real surprise. Impeachment is out of the question now despite all the rhetoric from the Republican's.

To: Charlie Finley who wrote (1218)	11/10/1998 12:54:00 PM
From: Johnathan C. Doe	Read Replies (1) \| Respond to of 1819

''We believe there is an opportunity for upside surprise in revenues and earnings as the market for broadband access begins to develop and accelerate over the next few years,'' said Johnson. ''Aware has emerged as the leading vendor of intellectual property (IP) in the market for broadband access over traditional telephone lines. We believe Aware will have the opportunity to fully exploit the market's development. ''As one of the pioneering vendors in the ADSL category, Aware is trying to capture the first mover advantage on this emerging market as the IP vendor,'' said Johnson. ''Aware has established technology partnerships with Analog Devices, Lucent Microelectronic, 3COM and Siemens Semiconductor. We expect additional, similar relationships to materialize within the next few quarters.''