To: Rhino Ray who wrote (9) | 2/7/2000 1:24:00 PM | From: CJ | | |
Hi Ray, I agree with you about the Company and the superiority of the product. Many Companies that build a better "widget" do not succeed because of lack of a good sales and marketing plan, and lack of sufficient capital to market the product. IMO, the 50 Ghz DWDM is so big and important that it will not be stuck on a shelf somewhere; but, assuming there is not immediate major Co. competition, one of the two options you suggested - create a sales/marketing force, or sell-out to a major - seems highly likely.
Congrats. on your buys Friday and today (I hope early!). Resistence @ 64 works real well for me..... for now! :) |
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To: Rhino Ray who wrote (9) | 2/7/2000 3:06:00 PM | From: AmericanVoter | | |
Rhino Ray, I am not a gambling man, but I'd bet on APAT getting bought by one of the bigger ones... JDSU (I hope)... LU or CIEN ...
I wouldn't be surprised to see an announcement to that fact come out in the near future... if APAT is in such negotiations, then they would want their stock to be at or near a high, so I would expect that such announcment may come out after another announcement is made by APAT on where they stand with their 50GHz DWDM... meaning sales and marketing info. which would prop the price higher... oh well, will just have to wait...
long APAT...
best regards amein |
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To: steve mamus who wrote (13) | 2/7/2000 6:42:00 PM | From: steve mamus | | |
Check out Red Herring this month. More information then I have read in a single place regarding this sector with special attention to privately held companies in this sector. Any other names folks?? Portfolio I hold. EMC BRCM PMCS TQNT TXN IBIS QCOM VRSN SEBL NT CSCO AMCC APAT
CTXS MSFT CREE SUNW JDSU GLW + lots of options especially selling puts
Steve |
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To: t2 who wrote (16) | 2/10/2000 9:32:00 PM | From: Bhag Karamchandani | | |
The short position for APAT as of 1/00 is less than 30,000 shares (see below)
Wonder if the recent price drop is caused by added shorts this week. Is there any way to get more uptodate info?
Also, since AVANEX identified their processor' customer does anyone know why APAT hasn't identified theirs??? Any guesses.
Any news from the Siemen's front??
Click on ticker symbol to get more information from
Quicken.com.
Item Ticker Company Name Month+ Shares Short Avg Daily Volume Ratio* Remark 1 APAT APA Optics Inc. 01/00 29,272 72,243 0.41 12/99 29,308 24,352 1.20 11/99 27,654 10,499 2.63 10/99 29,578 26,897 1.10 09/99 44,857 5,158 8.70 08/99 44,203 2,129 20.76 |
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To: Im-patient who wrote (18) | 2/15/2000 10:39:00 PM | From: steve mamus | | |
I am not currently holding FIBR - maybe Andy has some thoughts here. I have sold alot of puts on GLW, bought the common of GLW, APAT, AMCC, sold alot of puts on JDSU and started selling puts on LU. If LU drops below 50 I will start to buy the stock and if it goes below 45 I will load up the boat.
Steve |
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