This is going to be an exciting week in tech land
folks. The market desperately
wants to buy them up,
but interest rate fears are beating them back. Money
made a decided move out of the big names we
have all loved like INTC, MSFT, CSCO,
into secondary players. Is the big cap thing done? No,
but its on hold
as fundies are looking for more
value in these unsettled times. We think tech
overall will be in good shape this week and if the
employment report doesn't
hurt us we should be okay.
Since money has shifted into some lesser known names,
we like SONE to keep moving. We have followed them
for some time and they appear
ready to make a
move. CTXS is a techie that has made us money in the
seems ready to do it again. GMST gets a
lot of attention over their programming
technology and look good for more. NEON looks attractive,
NTLI looks okay. VIGN
appears to have bottomed out
and is turning up, and this one can move well. MUSE
made us money before and is going to again, MTIC is a
tiny cap looking to explode.
software company) is looking attractive here, ADTN is
analyst attention, and CMVT who split for us
a while back is poised to make a
move. LGTO keeps popping up as a likely mover, and
watch little LNET.
We featured them a while ago as
a company with a big goal. They want to
hotel rooms with plug and play internet for business
travelers and there
are a lot of hotel rooms out there
folks. Friday they made a nice move and more
come. I always keep an eye on BRCM and BCST as they can
really jump when
the market lets
We suggested NSOL, CNET, and CMGI on
3/8/99 (+40), (+40), and (+47 1/2) respectively. Not to
mention EPAY on 3/15/99(+21 57/64).
info and some possible plays for the rest of the week
http://220.127.116.11/NP/NP4.htm Free two-week trial newsletter and full access to
I must correct The_Mad_Pom:
The last time
I visited The Hungry Horse I ordered Jack Daniels.
I was served something --- I'm not sure what, but I
believe the horse to have long since passed. (The measure
was not too generous either, I might add).
Approximately two weeks later the building was knocked down
(possibly indicating that, contrary to local opinion, the
council DO care about that end of the Borough).
can only conclude that age and forgetfulness have
sweetened The_Mad_Pom's memory.
Sorry not to have
any interesting on-topic CUB bits to add, but
things've been fairly dull on the ranch, besides the usual
backbiting, infighting, catcalls and caterwauling. But let us
not depress ourselves -- thus, my choice of subject
header, we all need something nice to think about from
time to time.
Oh, The_Mad_Pom, the arch-fiend
Jeff Kennet has resigned and I was going to, have you
thought about that?
I would not refer to armangac or port as "juice".
Nor would I refer to an Englishman as a "euro
Unless of course, I was an American.
If you are
looking for pubs in London with "the real scoop", I can
tell you no more than that the Hungry Horse on the
Uxbridge Road serves a generous measure.
I'm sorry to say that I have never had the pleasure
of a visit to the Standing Order, however since you
recommend it so highly, I will make a point of popping in
for a pint should I find myself passing through
I sincerely hope that you took the opportunity to
get some shares below 21. I have nothing but sunshine
to report... and as we all know, a day without wine
is like a day without sunshine.
Sorry to disappoint you but Mr A's is a chic
restaurant overlooking the San Diego Bay, home of our
favorite stock CUB. Come and visit your company and have a
drink and enjoy the view.
Can't help you with
pubs in London. I like the Standingorder in Derby.....
Mad pom, I have not visited Mr A's in quite
sometime. My guess is that they carry a good armagnac.
You'll need some of those CUB profits to pay for
I don't like this selling into the earnings. Could
there be something that we are not aware? More loses
from the CVideo than planned??????
this weak market, I'll be able to pick up a few shares
at some bargain prices?
Muchas Gracias Ahem.
Seems I was a little
off the mark with my of estimation the timing of the
Dow's retreat below 10,000. We may not have seen the
worst of the broad market pullback yet. This is what is
washing the price down towards 20 - In my view, the
current price offers an excellent entry point (I would
caution you against maing crude jokes at this juncture) -
would you like me to sub you for a small investment?
Might be some easy beer money to be made
Trusting you and yours are well.
Rarstock, do you
know if Mr A's keeps a good armagnac?
Congratulations were recently circulated thru the
UK operations proclaiming the completion of the 2nd
Prestige installation milestone, significantly ahead of
schedule. This is English courage (as Kevin Costner
murmured thru his beard in 'Robin Hood').
eat, drink and be merry (for tomorrow is drug &
Glad to see that you still exist within our dimension,
though you may be straddling several - a move illegal
under the Federalist 1999 Rules of Mornington Crescent,
Railtrack's chief executive, Mr Gerald Corbett,
was said to be "staggered" that Mr Prescott had
ordered investigators to examine its record. "We are
being attacked because another company went through a
red light of ours which was working perfectly," a
With the scale of the tragedy still
unfolding, a revolt was building among backbenchers and
ministers against the proposed sale of Britain's National
Air Traffic Control Service and the disposal of parts
of London Underground to Railtrack.
Cabinet minister said: "If we get these wrong and there
is another accident, we will never be trusted on
safety again. The consequences of an air crash or a Tube
disaster are too terrible to
Perhaps the cabinet ministers would care a damn sight
more about the condition of London's rail
infrastructure if they were to get their arses out of those
chauffer driven cars and into seats on the
Rarstock, it's good to see you are still around. We were
starting to worry about you.