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For the same reason that I left SI to join IHUB, I am now leaving IHUB
What the_______????
Chickenman:
Good to have you on board.
DA
Viagra Doc?
Can't be. The stock is called mangosoft!!!
<vbg>
CORV breaking down After Hours on NT warning.
May not be pretty tomorrow.
DA
MNGX running on news of Gilder Pick today.
This is a speculative OBB play. Careful.
CIEN reported great earnings a few minutes ago. 3 cents above first call, guiding revs higher to around 100%.
Up around 7 premarket.
http://www.askresearch.com/cgi-bin/chart?symbol=CIEN&exchange=USA&size=800x600&months=3+...
Thank you, sir.
I think I'll stay away from ADI. A bad earnings report would be like stepping on a land mine! <g>
ADI:
Reporting earnings today:
http://www.askresearch.com/cgi-bin/chart?symbol=adi&exchange=USA&size=800x600&months=3+m...
Snagged some CSCO calls around lunch hour:
http://www.askresearch.com/cgi-bin/chart?symbol=csco&exchange=USA&size=800x600&months=3+...
Hope Mr. Greenspan doesn't spoil the party tomorrow.
DA
What do you think I'm doing when I'm not posting on this thread?
Either playing, or thinking about, or dreaming about the ancient game of golf(sometimes even replaying some nightmarish shots!!)
<ggg>
Thank you for the reassurance that the sky's not gonna fall!
Though if you listen or read media items, techs are supposed to slip into oblivion. A good time to accumulate, for sure.
Looking at the list you linked, I like a lot of stocks on that list.
However, these are the days of fickle sell-offs, and unless I see convincing upside moves, will be difficult to accumulate companies.
The QQQ is a different issue altogether, as it is relatively immune to bad news about a particular company or sector, and so I will be focussing on the QQQ this week, unless of course some attractive opportunity shows up!!
Thanks Reid.
Something is cooking with AZA. Whole lot of call buying today.
If JNJ doesn't pony up with an offer, likely a whole lot of put buying will ensue!!
DA
Buying some AZA calls at the close.
TA probably overbought, but I think there is a good chance AZA will be taken over by J&J.
JustMHO
DA
Hi HG:
Hope you feel better soon.
Watching NTAP, in a free fall. Reports today.
You're verry welcome, my friend.
Bought some RFMD today.
DA
Briefing.com:
09:18 ET InfoSpace.com (INSP) 5: Toshiba selects InfoSpace's merchant services technology platform to power its Internet hosting and commerce services for customer network of hundreds of thousands of small- and medium-sized businesses.
Vendit:
Re:VLGC:
Could you please pass on this release on VLGC to GP?:
Thanks.
Drug-resistant AIDS virus spreads, studies find
WEDNESDAY, FEBRUARY 7, 2001 5:16:00 PM EST
By Maggie Fox, Health and Science Correspondent
WASHINGTON, Feb 7 (Reuters) - A surprising 14 percent of new U.S. cases of HIV infection are already resistant to drugs that treat the virus, doctors said on Wednesday -- meaning everyone newly diagnosed with HIV needs to find out which drugs are doomed to fail from the outset.
And at least 10 percent of people newly infected in Europe have a drug-resistant form of the virus, as well, researchers told a scientific meeting on AIDS, referring to an average of two studies in France and Switzerland.
This is grim news for patients, they said, who will have fewer drugs they can choose from to treat their illness.
"For recently infected people, clearly I think resistance testing is merited," Dr. Susan Little of the University of California San Diego, who led one of the studies, said in a telephone interview.
Doctors have debated whether the tests are worthwhile. But Little said her findings show many people are getting infected with a form of the virus that has already mutated so that it resists the effects of some of the 15 HIV drugs being used to treat the infection.
That means the odds are stacked against patients before they start any treatment.
Little and colleagues across the United States looked at blood tests from 394 patients in eight cities, none of whom had been given any HIV drugs at the time of the tests.
They used an assay made by ViroLogic VLGC, based in South San Francisco that tests the virus against the various HIV drugs.
Fourteen percent of all the patients had resistance to at least one HIV drug, Little told the Eighth Annual Retrovirus Conference being held in Chicago.
They compared people who became infected between 1995 and 1998, to those infected in 1999 and 2000. They saw a huge leap in the number of people who got a drug-resistant form of the virus to start with.
"The number went from 3.5 percent in 1995 to 1998, to 14 percent in 1999 to 2000," Little said.
MULTI-DRUG RESISTANCE RISES, TOO
When they looked for multi-drug resistance -- resistance to two or more classes of drug at the same time -- the numbers went from 0.4 percent of patients infected in 1995 through 1998 to 5.8 percent of those infected in 1999 and 2000.
"East coast, West Coast, Midwest -- there was hardly any geographic variability," Little said.
Little's team tested the blood of patients long after they had been diagnosed, but taken at the time of initial diagnosis, so they were able to then check and see what happened.
As would be expected, these patients did not do as well when they took drug ****tails.
"They take longer to achieve virologic suppression, and fewer of them do achieve virologic suppression," Little said.
"Those who do suppress are more likely to fail their first regimen. They don't do as well with therapy."
Little believes that if every HIV patient were tested for drug resistance as soon as they were diagnosed doctors could better decide which drugs to give them and which drugs would be a waste of time.
Another team at Basel University Hospital in Switzerland and the Swiss Institute of Bioinformatics tested 197 people with HIV between 1996 and 1999. They found in 1996, 8.6 percent of those tested were infected with a virus that resisted at least one drug. The numbers rose to 14.6 percent in 1997 but fell to 5 percent in 1999.
A French team at Hospital Necker in Paris and the French research agency INSERM tested 108 HIV patients and found 10 percent had viruses that had evolved resistance against at least one drug.
Rtr 17:16 02-07-01
Selector Code: reuco
Copyright 2001, Reuters News Service
Most Recent Headlines / Next Story
Bought some SSTI today.
PE looks good.
Thanks for the GNTA tip.
I've been in GNTA for a while. Waiting patiently. Their latest 10K is unsettling.
Agree ALXN has a small pipeline. Can't judge their management, but their Board and execs seem to have good credentials.
DA
biomanbaba:
What do you think of ALXN:
Friday, February 02, 2001
ALXN goes for 5 in a row
--11:57 am - By Michael Baron
Alexion Pharmaceuticals (ALXN: news, msgs) continues to drop, losing $9.06, or 18.4 percent, to $40.94, in midday action. If the stock closes lower Friday, it will have fallen in five straight sessions, giving back roughly 45 percent of its market capitalization in the space of one week. The shares have been in freefall since Monday when Alexion disclosed information about the progress of the phase II clinical trials of its rheumatoid arthritis drug 5G1.1, an anti-inflammatory C5 inhibitor monoclonal anti-body. The company said the primary endpoint of improvement for 5G1.1, as prescribed by the American College of Rheumatology, was successfully met in one of the four treated groups during interim trials. Reuters has also reported that there has been confusion about the results of phase IIb trial of the Cheshire, Conn., firm's C5 inhibitor in patients undergoing cardiopulmonary bypass surgery. The report quotes analysts as saying this trial missed its primary endpoint, information that was only disclosed in a conference call last Friday rather than in the original press release last Wednesday.
http://www.askresearch.com/cgi-bin/chart?symbol=ALXN&exchange=USA&size=640x480&months=6+...
Seems to me the selling is an over-reaction, and an entry at around 30 may be feasible.
Welcome, sir.
Your sterling reputation precedes and follows you.
Look forward to some good times, good picks, and a few laughs.
DA
Thanks for all your work.
Have printed out your post, and stuck it on the wall.
Now to sit back, and wait for some of these fruits to fall.
Just hope the whole tree doesn't come crashing down!<g>
Some more weekend reading:
http://www.redherring.com/insider/2001/0202/tech-mag-92-lasers020201.html?id=yahoo
Some weekend reading:Featured Stocks Feb 2 2001 3:02PM CST
Is Qualcomm BREWing the next Java?
by Chris Connor
Senior Technology Analyst, WallStreetCity.com
Before the introduction of Java, a programming language that allows users to interact with a Web page independent of operating system or device, Sun Microsystems {SUNW} was known primarily for its industry-leading servers. Since the introduction of Java, SUNW has developed into one of the elite companies of the information age. In fact, it could be argued that the company has more future upside potential than software king Microsoft {MSFT}, due partly (Internet infrastructure and data storage will also play a role) to Java's ability to be used in cell phones, handheld computers, and future Internet appliances. Now Qualcomm {QCOM}, which is known primarily for its CDMA wireless technology and chipsets, wants to take a similar path with its new software platform entitled BREW (Binary Runtime Environment for Wireless).
BREW aims to take the reigns of the jumbled standardless mess that currently is the wireless Internet and become the de facto standard for developers to create applications for. Applications will include real computer games and music, which can be downloaded over the air through a wireless carrier's network. Several cell phone manufacturers (Samsung and Kyocera Wireless) and wireless carriers (Verizon {VZ} and Leap wireless {LWIN}) have already agreed to use BREW and phones built with BREW will begin shipping by this fall.
Of course, BREW will initially be specifically targeted toward phones with Qualcomm's CDMA technology, but it will eventually be available for other wireless technologies. Those investors who think that having BREW tied down to CDMA initially will hinder the acceptability of the product, should consider that CDMA is the wireless technology that is best suited for the third generation (3G) of wireless, a.k.a. broadband wireless. Moreover, what better company to create a standard platform for CDMA-enabled phones than CDMA's parent, Qualcomm?
To make the acceptance of BREW as broad as possible, QCOM is not charging fees to either wireless device manufacturers or application developers; however, the company is not giving away this technology for nothing, because it will collect fees from wireless carriers. As part of the agreements with the wireless carriers, the wireless carriers will pay QCOM a BREW enablement fee and royalties on the fees that will be charged to wireless device users for BREW-enabled applications. With more intensive applications than is presently available, users will likely devote substantially more time to their cell phones, which in turn should generate more revenue for wireless carriers and Qualcomm. Thus, the technology could translate into a cash cow for Qualcomm if it does become the de facto standard for wireless Internet applications.
Disclaimer: This report is published solely for information purposes and is not to be construed as advice or a recommendation to buy or sell a security. Trading involves risk, including loss of principal and other losses. Trading results may vary. No representations are being made that utilizing techniques mentioned in this article will result in or guarantee profits in trading. Past performance is no indication of future results.
Thank you, sir. Mostly in cash, in my trading accounts.
Watching a good long list, for entries, much lower. No bios, though.
SCMR, KOPN, BRZE, EMC, EMLX, EXTR, OPWV, BRCM, MER, MET
Sold most of my ELON yesterday.
Could you please interpret this chart?
http://www.askresearch.com/cgi-bin/chart?symbol=ELON&exchange=USA&size=640x480&months=3+....
Thank you
GP did way better than me. I got in at 6, but then I understand she's had way more tutoring than me.<gg>
I've done a bit more DD on VLGC, and though it's been beaten down recently because of FDA delaying their request, I think they may have a winner here. The charts certainly are telling us something, and it doesn't look like a flash in the pan.
Besides, I feel comfortable, knowing I have GP on my side!!
Thanks for looking at the charts for us.
DA
VLGC presenting at virus conference in Chicago Feb 4.
Some big news for drug resistance in AIDS patients expected.
http://www.askresearch.com/cgi-bin/chart?symbol=VLGC&exchange=USA&size=640x480&months=6+...
This one should be ready soon:
http://www.askresearch.com/cgi-bin/chart?symbol=SCMR&exchange=USA&size=640x480&months=3+...
Do you still have GDT?
Hit 50 today.
DA
Reid:
Could you please look at CIEN.
As you know, I've been buying this guy, and today, a stochs signal.
Thanks.
INAP looks good.
Just bought some.
Thank you
Flat money flow, and RSI.
I would hold my horses on oRCL.
Have been buying CIEN calls today.
DA
Bought SSTI.
DA
Hi Matt:
Is there any way you can show multiple posts on one page?
All this clicking is bad for my trigger finger!!
Da
SSTI good entry. Doing OK today.
Will do much better next week, if Uncle Alan cooperates.
Just got out of my CIEN short.
Am a little nervous being short this market.
Have a great weekend.