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Strategies & Market Trends : Point and Figure Charting -- Ignore unavailable to you. Want to Upgrade?


To: Judy who wrote (12323)1/6/1999 12:15:00 PM
From: Challo Jeregy  Read Replies (1) | Respond to of 34809
 
Hi Judy. I read somewhere on/thru Yahoo this week about 3 conferences scheduled for the next 3-4 months, including this one in Phoenix. I'll try to find it for you.

challo
BTW - good call on TER. Wish I had listened :(



To: Judy who wrote (12323)1/6/1999 1:07:00 PM
From: Diana  Read Replies (1) | Respond to of 34809
 
Judy,

thestreet.com had the schedule for MWD conference. I can't post charts but will be glad to give you date & time for any company that interests you.



To: Judy who wrote (12323)1/6/1999 3:22:00 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 34809
 
Judy,
Thanks, good idea. I sold 1/2 of my CMGI today.

IFMX potential BSB to $17.5
ASND potential BSB when it hit $70
KEA looking for $50
MAST languishing

I love CSCO. Pure lust for CMGI today.

Tom



To: Judy who wrote (12323)1/6/1999 6:52:00 PM
From: Jay Lyons  Respond to of 34809
 
Tuesday, Jan. 5
Time Estrella Theatre Ballroom A Ballroom D
7 a.m. Parametric Network Solutions ADC Telecom
7:30 a.m. MCI WorldCom Sterling Software Veritas Software
8 a.m. SAP Adobe Ciena
8:30 a.m. Intuit Cadence Nokia
9 a.m. Oracle IIJ Xylan
9:30 - 11:30 a.m. Breakout sessions
12:30 p.m. Broadcom Electronic Arts JD Edwards
1 p.m. Microsoft Autodesk Reltec
1:30 p.m. Cisco E-Tek Dynamics Amdocs
2 p.m. eBay Informix Tellabs
2:30 p.m. Compuware Excite Ascend
3 - 6 p.m. Breakout sessions
7 p.m. Dinner and an "In-the-Flesh Chat Session with AOL's Steve Case"


Wednesday, Jan. 6
Time Estrella Theatre Ballroom A Ballroom D
7 a.m. Computer Associates Lycos MMC Networks
7:30 a.m. @Home Platinum Tech Great Plains Software
8 a.m. a.m.erica Online Novell Aspect Telecom
8:30 a.m. 3Com Ziff-Davis Network Associates
9 a.m. Comcast SDRC Adtran
9:30 - 11:30 a.m. Breakout sessions
12:30 p.m. BMC Software Hewlett Packard Synopsys
1 p.m. Amazon.com Dassault Systems INS
1:30 p.m. Yahoo! Fair, Isaac Advanced Fibre
2 p.m. Sun Micro/Solaris I2 Technologies Alcatel USA
2:30 p.m. Netscape Peregrine Systems Fore Systems
3 - 6 p.m. Breakout sessions
7 p.m. Dinner and a Mexican Fiesta: Tequila Lecture/Tasting with Mark Tarbell


Thursday, Jan. 7
Time Estrella Theatre Ballroom A Ballroom D Ballroom E
7 a.m. US Web/
CKS Hyperion Polycom Siebel Systems
7:30 a.m. Real
Networks Vantive OSI Avici Systems
8 a.m. Verisign Mercury Interactive Unigraphics Visio
8:30 a.m. broadcast.com TIBCO Xircom
9 a.m. CNet Docu-
mentum Platinum Software Spectrian
9:30 - 11:30 a.m. Breakout sessions
12:30 p.m. JDA Software Calico Security Dynamics
1 p.m. Real
Select Teletech Crossworlds Check Point Software
1:30 p.m. E*Trade Sybase FileNet Excel Switching
2 p.m. CMG Forte Symix Advent Software
2:30 p.m. TMP Clarify Red Back Networks Ortel
3 - 5 p.m. Breakout sessions
5 p.m. Conference closes





NationsBanc Montgomery Securities Technology Week, San Francisco. Feb. 1-4
At the last big Montgomery investment conference in mid-September, most chip and equipment execs had terrible numbers to show, and money managers out looking for bargains were holding their noses. This time around, they'll have to look harder for bargains because valuations are nearing ridiculous levels. Instead of looking for news to buy on, they might be listening for signs to sell.

BancBoston Robertson Stephens Tech '99, San Francisco. Feb. 22
Watch for movement on Micron (MU:NYSE). Since July, every time Micron vice president of corporate affairs has spoken to money managers in investment conferences, the stock has moved up. It happened after the Robertson Stephens conference on July 30 (up 7%), the NationsBanc Montgomery Securities conference on Sept. 18 (up 7%) and the CS First Boston conference Dec. 3. Let's see what investors will do this time around.