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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 (20478)4/13/1999 3:18:00 PM
From: Johnny Canuck  Respond to of 67961
 
Jim,

I saw the downgrade. The action on AFCI is still very active today though. I will wait for forward guidance from ADTN tomorrow.

CIEN looks more interesting today. I wonder if the analysts are making the same assumption I did due to the VTSS call (ie... OC192 shipments).




To: j g cordes who wrote (20478)4/13/1999 11:01:00 PM
From: Autumn Henry  Read Replies (2) | Respond to of 67961
 
Yeah, Yeah, yeah! but did anyone get in on NTBK today? or yesterday for that matter?

Gee I am trying to study how to get into something like this (did so in thestreet.com contest) but for real....

so how does the thinking go? Anyone know? Is it...only up 60....put a ten point stop in place and go for it?

In real life and not contest life it sure is harder...:)

Autumn



To: j g cordes who wrote (20478)4/14/1999 12:21:00 PM
From: Johnny Canuck  Read Replies (1) | Respond to of 67961
 
Jim,

Guidance from the ADTN conference call was positive. Demand for HDSL strong due to strong demand for T1 lines. This was a backend loaded Q.
This was a strong Q1 from management's perspective. Q1 is traditionally slow. ADTN emphasizing SDSL as opposed to ADSL as demand for xDSL will come from businesses first and they require symetric technology.

Good luck on AFCI. From a technical basis I prefer CIEN at this time.



To: j g cordes who wrote (20478)4/18/1999 6:54:00 PM
From: dppl  Respond to of 67961
 
G Morgenstern in today's NY Times: value/cyclicals are coming back and the Rut looks like it means business.

Also:

forbes.com

Thomas