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

To: Clint E. who wrote (19843)	2/11/1999 5:11:00 PM
From: Iris Shih	Respond to of 69126

AtHome Network(ATHM)Chief Financial Officer Ken Goldman said TV set-top boxes are likely to be available in the fourth quarter. He said the boxes are currently up and running in lab tests. Goldman also reiterated his goal of posting a profit by the end of 1999 -- excluding, of course, acquisition charges. Speaking at the Cruttenden Roth conference, he said he sees operating profit growing to 30 to 35 percent in 2002 vs. 25 to 30 percent currently. Altera Corp. (ALTR)Goldman Sachs Technology Investment Symposium in New York, Smith on Thursday said the telecommunications industry has largely driven growth "for the past few years." Altera reported record earnings of 42 cents a share in fourth quarter 1998. Smith said he expected the company's acquisition of Wafer Tech to break even by mid-year. Smith said the company's programmable chips give networking equipment companies such as Cisco Systems (CSCO) the flexibility "to change their products much more quickly." Cambridge Technology Partners in the second half of this year to raise overall revenue growth by 30 percent for 1999. CFO Arthur Toscanini, speaking at the Goldman Sachs Technology Investment Symposium in New York, expects the IT consulting and services company to reach $1 billion in revenue by 2001. Interactive services, or building business-to-business sites, is expected to be a big growth driver, with the unit seen growing 90-100 percent over 1997 to bring in $100-120 million of an estimated overall revenue between $748-795 million. Toscanini told Maxim Integrated Products(MXIM)CFO Michael Byrd said the maker of analog integrated circuits expects to maintain or increase operating margins even as digital chip makers suffer from overcapacity and shrinking margins. Speaking at the Goldman Sachs 1999 Technology Investment Symposium in New York, Byrd said the California company, like all analog chip makers, benefits from long product cycles and steady demand for devices such as temperature regulators and power monitors. Byrd acknowledged the company in its view for fiscal 1999 after the company reported net income of $46.5 million for its second quarter vs. year-ago income of $42.8 million. Byrd boasted that his company, one of the largest maker of analog chips, has given investors an annualized return of 50 percent a year since June 1990. As for the Web, he said 10,000 "data sheets" are downloaded each day. "Yahoo! (YHOO) is proud of their [accomplishments]," he said. "We have 10,000 people coming to the Web site every day." EarthLink (ELNK) Chairman Sky Dayton said he expects Internet penetration among U.S. households to grow from 25 percent to 50 percent in the next two and a half years. When the Internet reaches half of U.S. homes, he said, he expects a "dynamic shift" in traditional companies' ad spending, meaning they'll send more dollars to the Internet. Training his sights on a powerful rival, Dayton, addressing a Cruttenden Roth Growth Stock Conference audience, said 6 percent of America Online's customer base leaves the world's largest online service provider per month to jump to a pure Internet service. "When people are ready to graduate from AOL," Dayton said, "we're ready to help them." ***Clint, elnk might have put a short-term bottom in yesterday. Reports earning next Wed. I nibbled some near the end at 65 1/2. Iris