Go to Jeff Salisbury LWGate Home Page.From: "Leo Antons" <antons@charter.net>
Subject: [CANSLIM] Optical Networking sector
Date: Tue, 26 Mar 2002 09:47:07 -0500
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Tom et al: Here are a few sites that do a good job of providing industry background: www.lightreading.com www.convergedigest.com And a great site devoted to overall 3-point Investing (but not limited to optical) is, of course, www.clearstation.com which has been mentioned frequently on this List. The Problem with Optical neworking is that everyone knows it will be a market leader...in 1,2, or 3 years. There have been almost daily predictions of a rebound (see Lightreading" today, for instance. The stocks won't go up until demand increases (novel idea) or telecom companies indicate increases in their capital spending budgets. The inventories are going down, but not quick enough. On the other hand, many of the optical providers from two years ago may not be the leaders when we emerge from this depression. - ----- Original Message ----- From: "Tom Worley" <stkguru@bellsouth.net> To: <canslim@lists.xmission.com> Sent: Tuesday, March 26, 2002 7:01 AM Subject: Re: [CANSLIM] won > Thanks, Leo, glad to have you on board. > > How about sharing your thoughts on the best (at this time) of the optical > networking companies, focusing on the ones you think will be most likely to > lead this industry into a recovery. > > Tom Worley > stkguru@bellsouth.net > AIM: TexWorley > ----- Original Message ----- > From: "Leo Antons" <antons@charter.net> > To: <canslim@lists.xmission.com> > Sent: Tuesday, March 26, 2002 6:36 AM > Subject: Re: [CANSLIM] won > > > I've been an active investor for seven years and a passive investor for a > dozen years b4 that. I am deeply humbled by the quality and sincerity of the > posts on this List. I've been on board since the Forbes article and can > honestly say I've learned more about the Canslim method in a few weeks than > I mastered in the preceeding year. > > The quality of theTools is likewise outstanding: Mike's evaluation tool, > Katherine's database, and now the collaborative effort to build a > FAQ/Glossary. If I've failed to mention other great utilities, forgive me. > Thanks also to the many contributors who give of their knowledge and > insight...there is a place in heaven for those who help others. > > I realize I haven't contributed any money-making information to date..just > being a parasite and sucking up knowledge. When the optical networking > sector picks up...and it most certainly will, perhaps I'll be able to > contribute something worthwhile. > > > ----- Original Message ----- > From: "Tom Worley" <stkguru@bellsouth.net> > To: <canslim@lists.xmission.com> > Sent: Monday, March 25, 2002 10:12 PM > Subject: Re: [CANSLIM] won > > > > Ah, Patrick, > > > > Katherine and I were trying to keep this a secret, but we are quietly > > collaborating on building and maintaining a draft FAQ which we will > present > > to the membership to help flesh out. We then plan to post it on the site > > where Jeff can both refer to it in the introductory email, as well as send > > out the periodic reminders like the one on the archives. > > > > Katherine, as has been so typical of her, volunteered to do most of the > > work. > > > > I guess after nearly six years, this group will be around for a while, so > a > > FAQ is long overdue, especially with the recent influx of new members. > > Anyone else with the time to assist is free to help out as well. > > > > Another project that someone / several ones might want to tackle is > putting > > together (and maintaining) a library of resource / tool links. We get so > > many mentioned here that members have found useful that it is hard to > check > > out, much less keep up with all of them. What I would envision is a > library > > with a brief explanation of what each does or is useful for, possibly with > > an ability to do at least primitive searches on keywords. > > > > Tom Worley > > stkguru@bellsouth.net > > AIM: TexWorley > > ----- Original Message ----- > > From: "Patrick Wahl" <pjwahl@attbi.com> > > To: <canslim@lists.xmission.com> > > Sent: Monday, March 25, 2002 9:53 PM > > Subject: Re: [CANSLIM] won > > > > > > Jeff S., if you are reading this, I presume an introductory message is > sent > > out to > > new subscribers. Could I suggest including a list of the most frequently > > used > > acronyms? Someone must ask once a week what LLUR stands for. > > > > On 25 Mar 2002 at 19:59, Katherine Malm wrote: > > > > > Hi Charles, > > > > > > WON stands for "William O'Neil", originator of CANSLIM. > > > > > > Katherine > > > ----- Original Message ----- > > > From: charles wilfong > > > To: canslim@lists.xmission.com > > > Sent: Monday, March 25, 2002 7:43 PM > > > Subject: [CANSLIM] won > > > > > > > > > What does WON stand for? > > > > > > > > > > > - > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > -In the email body, write "subscribe canslim" or > > -"unsubscribe canslim". Do not use quotes in your email. > > > > > > > > > > - > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > -In the email body, write "subscribe canslim" or > > -"unsubscribe canslim". Do not use quotes in your email. > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. > > > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email.
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