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Profile for Warren Gates
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Date Joined Mar 14 1996 User Level
Posts 916 Boards Moderated6
PeopleMarks 5 Bans Issued 0
Ignored By 0 Bans Received 0

Personal Information
Company: consulting
Occupation/Title: systems analyst/programmer
Age: 37
Location: NorthEast
Degree: B.S. Mathematics / Computer Sciences
Favorite Stocks: JDSU SDLI BRCD PMCS AMCC EMC SUNW NT OCL TXN NOK CIEN VRTS NTAP BEAS
Investment Style: Invest in companies in important tech trends. Short term technical trading in others.
Investment Experience: Since 1990
Interests and Hobbies: Sports, poker, net surfing, golf
Quote: Drive for show, putt for the dough ... TRADING V.S. INVESTING
Additional Info: Current Focus - fiber optics, fibre channel, broadband, wireless
25 Most Recent SubjectsLast PostPosts
Booms, Busts, and Recoveries11/17/2000 3
Network Appliance11/15/2000 2
Nortel Networks (NT)11/6/2000 8
Amazon.com, Inc. (AMZN)11/6/2000 4
AMAZON TANK WATCH ( AMZN )10/26/2000 1
JDS Uniphase (JDSU)10/19/2000 10
Juniper Networks - JNPR10/13/2000 1
SDL, Inc. [Nasdaq: SDLI]9/12/2000 2
Sycamore Networks Inc-(SCMR)8/24/2000 4
Corvis Corporation (CORV)7/27/2000 1
E*Trade (NYSE:ET)4/14/1999 8
TD - Toronto Dominion Bank4/14/1999 1
Lucent Technologies (LU)1/26/1999 5
America On-Line (AOL)1/24/1999 2
How high will Microsoft fly?1/23/1999 9
Ascend Communications (ASND)1/15/1999 6
Netscape -- Giant Killer or Flash in the Pan?8/18/1998 1
SAP A.G.8/11/1998 11
IBM7/8/1998 1
Home Depot (HD)7/8/1998 1
LAST MILE TECHNOLOGIES - Let's Discuss Them Here6/27/1998 10
Technical analysis for shorts & longs6/26/1998 116
SNDT - Sand Technology - A diamond in the sand6/26/1998 48
Cisco Systems, Inc. (CSCO)6/18/1998 1
Oracle Corporation (ORCL)6/17/1998 3
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Posts by Warren Gates
MessageSubjectRecsPosted
I am of the opinion that even in this bear market, there is an opportunity to goBooms, Busts, and Recoveries11/17/2000
True, it may go even lower. What I'm interested in though is any intermediaBooms, Busts, and Recoveries11/17/2000
First of all, congratulations to you for having the guts to go against the grainBooms, Busts, and Recoveries11/16/2000
Jack, EMC using that approach: Price = 1.04 X 35 X 2 X 1.2 = 87 As expensiNetwork Appliance11/15/2000
PRICE = Expected Earnings X Expected Earnings Growth X Premium X Momentum Network Appliance11/15/2000
FESH is just the messenger. His views are legitimate enough. CAPEX slowdown anNortel Networks (NT)11/6/2000
I just heard from the grapevine that everyday, BOZO and his clowns would check oAmazon.com, Inc. (AMZN)11/6/2000
AMAZON is the best stock out there !!! 1. No CAPEX spending slowdown worries. Amazon.com, Inc. (AMZN)11/6/2000
THE MOST IMPORTANT THING ABOUT AMAZON TO CONSIDER IS : IT IS A RETAILER !!!Amazon.com, Inc. (AMZN)11/5/2000
AMAZON is a retailer. My question is when will these analysts come up with a meAmazon.com, Inc. (AMZN)10/26/2000
AMAZON IS RIPE FOR SHORTING if you believe in the following: 1. AMAZON is a retAMAZON TANK WATCH ( AMZN )10/26/2000
I would be very happy if NT holds here, which was the support during the April-MNortel Networks (NT)10/25/2000
All Mr. Roth needs to do is take his Jaguar for a spin, get to 200 MPH, then easNortel Networks (NT)10/25/2000
HI Bosco, It's just too bad that today, the market has finally annointedNortel Networks (NT)10/25/2000
The market always over-reacts on the high end and the low end, but at the end, tNortel Networks (NT)10/25/2000
IT'S quite possible these 2 things happened in Quarter 2 which came to hauntNortel Networks (NT)10/25/2000
About the growth rates of the F/O sector. I believe, we're still in the earJDS Uniphase (JDSU)10/19/2000
Juniper is in the sweetspot now of where the current bottleneck is, the edge of Juniper Networks - JNPR10/13/2000
LU's problems are caused by 3 companies: 1. NT - is going in for the kill bJDS Uniphase (JDSU)10/10/2000
T2, might be good to have some never rules: Like never sell a stock that's hJDS Uniphase (JDSU)9/12/2000
Great post, Pat. These ANALysts, unfortunately, used to write weather reports fSDL, Inc. [Nasdaq: SDLI]9/12/2000
Pat, very interesting story. Of course we all know who that other suitor is andSDL, Inc. [Nasdaq: SDLI]9/9/2000
Telecom service companies sure are beat up these days. But doesn't mean theNortel Networks (NT)9/9/2000
Don't get me wrong. I'm a fan of SCMR, but would like to pick it up at Sycamore Networks Inc-(SCMR)8/24/2000
Yes, that's a joke, but tells you a lot about the inefficiencies of the markSycamore Networks Inc-(SCMR)8/24/2000
Correction SCMR vs CIEN SCMR vs CIEN SCMR = 40 billion market cap CIEN = 30 biSycamore Networks Inc-(SCMR)8/24/2000
SCMR vs CIEN SCMR = 40 billion market cap CIEN = 26 billion market cap SCMR = Sycamore Networks Inc-(SCMR)8/24/2000
NT is better off with its optical components business for the time being. This Nortel Networks (NT)7/27/2000
The best way to play the IPO game, if you're not in before it opens is just Corvis Corporation (CORV)7/27/2000
Combined, JDSU ETEK and SDLI would have a run rate of 3 billion. 50X revenue onJDS Uniphase (JDSU)7/26/2000
First of all, index funds need to buy about 70 million shares, not 57. The MerrJDS Uniphase (JDSU)7/26/2000
So far JDSU has traded 78, 64, 64, 41 Million shares or about 247 M shares. 20MJDS Uniphase (JDSU)7/25/2000
TIME TO UPDATE THE STREET.COM NUMBERS: old: 60 billion market cap = .47% of S&JDS Uniphase (JDSU)7/21/2000
Currently the market is valuing the combined ETEK, JDSU and SDLI at about $160 bJDS Uniphase (JDSU)7/20/2000
I completely agree on the higher risk of holding SDLI vs. JDSU. Arbs will definJDS Uniphase (JDSU)7/19/2000
TO ALL: Interesting article : rd.yahoo.com  Looks like fund managers hJDS Uniphase (JDSU)7/19/2000
AMTD is now fast approaching EGRP's market cap. We can pretty much extrapoE*Trade (NYSE:ET)4/14/1999
HI, I'm new to this thread, but am a proud owner of TD shares, EGRP, NDB anTD - Toronto Dominion Bank4/14/1999
LU benefited a lot from the NT report today. At last, investors breath a sigh Lucent Technologies (LU)1/26/1999
EGRP v.s. AMZN v.s. YHOO v.s. EBAY I have devised a new way of valuing these cE*Trade (NYSE:ET)1/26/1999
To understand Internet stocks, I refer to my biology 101, the basic food chain.E*Trade (NYSE:ET)1/26/1999
WHY FUNDS LOVE AOL? AOL lifted a lot of funds above the S&P index benchmarAmerica On-Line (AOL)1/24/1999
Hey Stan, I remember you from our Zitel days. Boy, did we love the way that suE*Trade (NYSE:ET)1/24/1999
MSFT, if you look at the 1 hr chart, just filled the gap last Friday ... very bHow high will Microsoft fly?1/23/1999
AOL's FLOAT going into earnings ... 77% institutions 27% insiders 7% shorAmerica On-Line (AOL)1/23/1999
When I started investing 9 years ago, I deliberately avoided the PC box makers E*Trade (NYSE:ET)1/23/1999
I've been an Etrade account and stock holder for the past 3 years. Sure, tE*Trade (NYSE:ET)1/23/1999
THREAD - read between the lines ... It looks like Ascend and Lucent are saving Lucent Technologies (LU)1/22/1999
I fully agree with you. In fact, I don't think the govt. will risk a MicroHow high will Microsoft fly?1/18/1999
The difference is in this case is both LU and ASND's quarters have ended anAscend Communications (ASND)1/15/1999
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