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 Technology Stocks | John, Mike & Tom's Wild World of Stocks

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To: John Pitera who wrote (2394)6/30/2001 1:23:52 AM
From: wlheatmoon   of 2849
 
john,,,brain and i are well....even if i'm only pinkie,,,i feel great! :-)

uniphase....what a run and a crash,,,the market is surely a fascinating place. probably not a bad time to load up on some fiber...i saw your discussion with tom about the last mile. it will be significant...but it will sneak up on us instead of a big bang,,,it'll all of sudden be there. that's what makes it hard to figure out the winners. i like your talk about CHTR.

btw..you have made great calls on CD and WMI....and CHTR was a wonderful performer for me.

btw...i still can't access Barron's....am too cheap to buy it. -eg-

hope all is well...

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To: John Pitera who wrote (2408)6/30/2001 2:43:01 PM
From: Tim Lamb   of 2849
 
John:

I was right for the wrong reason so it was luck more than anything. I actually didn't think they would miss revenue by such a large amount and the SAP deal saved the day. Anyway with the power spike yesterday (even with the naz messsed up) i'd say the bottom is in on that one.

Tim

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To: Jorj X Mckie who wrote (2407)7/1/2001 9:37:05 PM
From: John Pitera   of 2849
 
cool, you are a US ambassador to the PAC RIM -g-

are you going to see AI? I'll most likely go.

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To: John Pitera who wrote (2413)7/2/2001 9:38:49 AM
From: wlheatmoon   of 2849
 
john,,how are you?

can you look into DSU? is that just a junk bond fund? risks? thanks....

mike

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To: wlheatmoon who wrote (2411)7/2/2001 3:46:33 PM
From: John Pitera   of 2849
 
Hi Mike, speaking of CHTR it's up almost $1 to 24.20 this afternoon, and a meaningful breakout may be underway.

If CHTR closes a couple of days above 24.00 especially if it closes up above 24.75, it will mean that range
traders who have been selling it the past 6-7- months at 24 are gone. I continue to think that this is a nice
stock to own in here, and think we could see a 30% move over the next several months.

......Let me see about printing the Barron's roundtable.

John

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To: John Pitera who wrote (2415)7/2/2001 6:14:08 PM
From: Jorj X Mckie   of 2849
 
I'd love to see CHTR hit 25. That is some serious
resistance at 24. I am in at 22.32, so I am feeling quite
rich now<g>

stockcharts.com 

25.00 | | + | | 25.00
24.00 | X| X X + X 7 | | 24.00<
23.00 | X|O X O X O + X X O X |High| 23.00
22.00 | X|O X O X O 4 + X O X O X |Avg | 22.00
21.00 | B + X + + X|O X 2 O X O X 5 X 6 + |Low | 21.00
20.00 | X O X + + X O X + X + X|1 + O X O X O + + | | 20.00
19.50 | X X X O X O X + X O X O X O X| + O X O X + | | 19.50
19.00 | X O X O X O X O X O X O X O X O X| + O O + | | 19.00
18.50 | X O X O X O O X O X O + O X O X|+ + | | 18.50
18.00 | X O X X O X + O O X + O C +| | | 18.00
17.50 | A O X O X O X + O + + | | | 17.50
17.00 | + X O X O X O + + | | | 17.00
16.50 | O X + + X O O + + | | | 16.50
16.00 | O X O X + X + | | | 16.00
15.50 | O X O X O X + | | | 15.50
15.00 | 9 X O X O X + | | | 15.00
14.50 | O + O X O + | | | 14.50
14.00 | + O + | | | 14.00
13.50 | | | | 13.50
13.00 | | | | 13.00
12.50 | | | | 12.50

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To: John Pitera who wrote (2415)7/2/2001 8:32:06 PM
From: Jorj X Mckie   of 2849
 
CHTR news.

biz.yahoo.com 

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To: wlheatmoon who wrote (2410)7/5/2001 12:50:46 PM
From: Tim Lamb   of 2849
 
Mike:

Well on CMRC this might be the pullback entry point. It really all depends on if companies are loosening up the purse strings in IT spending. Jury is still out. In my experience when the CEO’s clamp down on company wide spending it becomes extremely difficult for sales since the IT head becomes reluctant to buy unless there is a screaming need. Also see my comment to John. I was lucky on timing this CMRC purchase. Without SAP it probably would be $2.

stockcharts.com 

On a separate note IMNX which is still on my buy list as one to own for a few years is starting to look iffy. I’m actually waiting to hear this Q’s conference call on the progress of the RI production facility.

stockcharts.com 

I still don’t think its time for a long term purchase of Ford. One has to see if $24 holds and since profits are decreasing (I keep hearing about incentives to push the SUV’s, although lower gas prices should help here as well as the tax cut helping the consumer) margins are shrinking due to lower ASP’s and higher costs with increased labor costs. IF (when) $24 breaks its down to $19. Maybe it keeps trading between 31 and 24.

stockcharts.com 

I also think NAT is heading towards $15 and maybe $13. What a difference a year makes. More people commenting on it this year. They like the yield but if tanker rates (suez double hull) go back to 30k a day the dividend is to be going back to 35 – 40 cents. I’ll start legging back in @ $15 as long as tanker rates stabilize.

The PnF short term indicators have started to reverse into X’s. Now only need the NYSE & BP to reverse.

NYSE BP - Os 55.5%
Option BP - Os 54.0%
10 Wk MA - Xs 55.8%
High-Low Idx - Xs 77.7%
20 Bond - Xs $102.610

Tim

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To: Tim Lamb who wrote (2418)7/5/2001 3:09:48 PM
From: wlheatmoon   of 2849
 
tim,
thanks for those thoughts...they're much appreciated.

traveled some this weekend and read/perused through a few financial magazines. many had negative articles. some had short recommendations. couple that with your PnF indicators, i think we may be going up from here. how and long and how much,,,i have no clue..

regarding IMNX,,,i still like it for the long haul,,,but it'll be interesting to hear the conf call.

mike

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To: wlheatmoon who wrote (2419)7/5/2001 5:18:42 PM
From: Jorj X Mckie   of 2849
 
Mike,
Geez, that resistance on CHTR at 24 is brutal.

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