Go to Jeff Salisbury LWGate Home Page.From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] DFXI
Date: Fri, 5 Apr 2002 14:15:33 -0600
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This is a multi-part message in MIME format. - ------=_NextPart_000_003F_01C1DCAC.596BB0C0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Thanks, Harvey. You brought up an interesting issue-- the notion of = direct competition. When companies have different product lines and or = businesses within a business, finding out the true competition for each = piece sometimes takes some doing. I was once doing due diligence on IVGN = and was so confused, I just called Investor Relations and asked them = that question outright. After a full page of notes my hand was killing = me and I realized that this was a *complicated* business! (Don't get me = started on BioTech!!!) One tactic I've taken when using Hoovers is to click through to each of = the top 3 competitors listed for the stock and then continue clicking = through from there. Often this reveals many more direct competitors. You = can generally tell when to quick clicking through when the thread of = continuity in products/services begins breaking down. Katherine ----- Original Message -----=20 From: Harvey Brion=20 To: canslim@lists.xmission.com=20 Sent: Friday, April 05, 2002 1:21 PM Subject: Re: [CANSLIM] DFXI Hi Katherine, I didn't interpret your post as endorsing SCSS. Out of curiosity I went to Hoover's to review the competition issue and = checked out the SCSS chart on DGO. Just thought I'd share my observations. = (It does look interesting, just not canslim.) -Harvey Katherine Malm wrote: > Hi Harvey, I wasn't in any way suggesting that SCSS was a CANSLIM > stock, just observing that for one of DFXI's product lines (Nautilus > sleep systems) they are a competitor and that the market was = friendly > to the stock yesterday. Didn't mean to mislead on the subject or > stock. Katherine > > ----- Original Message ----- > From: Harvey Brion > To: canslim@lists.xmission.com > Sent: Friday, April 05, 2002 11:48 AM > Subject: Re: [CANSLIM] DFXI > Interesting that SCSS is a top competitor of DFXI, but the > reverse is > not true (according to Hoover's), I guess because SCSS > appears focused > on sleep products whereas DFXI has a broader product base. > SCSS is not > canslim due to poor EPS performance and low price but looks > like they > may be coming out of the hole. I see they got a new CEO 2 > years ago and > there's been a lot of insider buying since then. Still, > pretty ugly by > canslim standards. > > Katherine Malm wrote: > > > Hi Dave, On something like DFXI, I like to see it > completely reset > > after a failed breakout. That is, I think it would bode > well for the > > stock if it were to consolidate and build a new handle (or > complete > > the old one), then breakout again on volume. Sharp moves > down like the > > one we saw after the bogus breakout are often followed by > sharp moves > > the opposite direction. That's meaningless in my mind from > a longer > > term point of view...just human nature at this point. An > interesting > > side note...yesterday, one of DFXI's competitors, SCSS (a > cash flow > > nightmare), made a substantial move on volume. *That* > speaks to me. > > ... certainly interest in the marketplace in the kinds of > products > > DFXI sells. Katherine > > > > ----- Original Message ----- > > From: Dave Rubin > > To: canslim@lists.xmission.com > > Sent: Friday, April 05, 2002 7:41 AM > > Subject: RE: [CANSLIM] DFXI > > So what do you make of the rebound in DFXI? Breakout > > > definitely failed, and > > on high volume. But now it's right back over the > pivot. > > > > Will it break down again or was this just a normal > pullback, > > exaggerated by > > "M"? > > > > Not that I really care, since I got out. Just > thinking about > > future DFXIs in > > questionable markets. > > > > -- > > Dave > > > > > > > _________________________________________________________ > > Do You Yahoo!? > > Get your free @yahoo.com address at > http://mail.yahoo.com > > > > > > - > > -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. - ------=_NextPart_000_003F_01C1DCAC.596BB0C0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.2600.0" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV>Thanks, Harvey. You brought up an interesting issue-- the notion of = direct competition. When companies have different product = lines and=20 or businesses within a business, finding out the true competition for = each piece=20 sometimes takes some doing. I was once doing due diligence on IVGN and = was so=20 confused, I just called Investor Relations and asked them that = question=20 outright. After a full page of notes my hand was killing me and I = realized that=20 this was a *complicated* business! (Don't get me started on = BioTech!!!)</DIV> <DIV> </DIV> <DIV>One tactic I've taken when using Hoovers is to click through to = each of the=20 top 3 competitors listed for the stock and then continue clicking = through from=20 there. Often this reveals many more direct competitors. You can = generally tell=20 when to quick clicking through when the thread of continuity in=20 products/services begins breaking down.</DIV> <DIV> </DIV> <DIV>Katherine</DIV> <DIV> </DIV> <DIV> </DIV> <BLOCKQUOTE=20 style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; = BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px"> <DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV> <DIV=20 style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: = black"><B>From:</B>=20 <A title=3Dhbrion@ieee.org href=3D"mailto:hbrion@ieee.org">Harvey = Brion</A> </DIV> <DIV style=3D"FONT: 10pt arial"><B>To:</B> <A = title=3Dcanslim@lists.xmission.com=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= </DIV> <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Friday, April 05, 2002 = 1:21=20 PM</DIV> <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] = DFXI</DIV> <DIV><BR></DIV>Hi Katherine, I didn't interpret your post as = endorsing=20 SCSS. Out of<BR>curiosity I went to Hoover's to review the = competition=20 issue and checked<BR>out the SCSS chart on DGO. Just thought I'd = share=20 my observations. (It<BR>does look interesting, just not = canslim.) =20 -Harvey<BR><BR>Katherine Malm wrote:<BR><BR>> Hi Harvey, I wasn't = in any=20 way suggesting that SCSS was a CANSLIM<BR>> stock, just observing = that for=20 one of DFXI's product lines (Nautilus<BR>> sleep systems) they are = a=20 competitor and that the market was friendly<BR>> to the stock = yesterday.=20 Didn't mean to mislead on the subject or<BR>> stock.=20 Katherine<BR>><BR>> ----- Original = Message=20 -----<BR>> From: Harvey=20 Brion<BR>> To: <A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= <BR>> =20 Sent: Friday, April 05, 2002 11:48 = AM<BR>> =20 Subject: Re: [CANSLIM] = DFXI<BR>> =20 Interesting that SCSS is a top competitor of DFXI, but=20 the<BR>> reverse=20 is<BR>> not true (according to = Hoover's), I=20 guess because SCSS<BR>> appears=20 focused<BR>> on sleep products = whereas DFXI=20 has a broader product base.<BR>> SCSS = is=20 not<BR>> canslim due to poor EPS = performance=20 and low price but looks<BR>> like=20 they<BR>> may be coming out of the=20 hole. I see they got a new CEO = 2<BR>> =20 years ago and<BR>> there's been a lot = of=20 insider buying since then. = Still,<BR>> =20 pretty ugly by<BR>> canslim=20 standards.<BR>><BR>> Katherine = Malm=20 wrote:<BR>><BR>> > Hi Dave, On=20 something like DFXI, I like to see = it<BR>> =20 completely reset<BR>> > after a = failed=20 breakout. That is, I think it would = bode<BR>> =20 well for the<BR>> > stock if it = were to=20 consolidate and build a new handle = (or<BR>> =20 complete<BR>> > the old one), then = breakout again on volume. Sharp = moves<BR>> =20 down like the<BR>> > one we saw = after the=20 bogus breakout are often followed = by<BR>> =20 sharp moves<BR>> > the opposite = direction.=20 That's meaningless in my mind = from<BR>> a=20 longer<BR>> > term point of = view...just=20 human nature at this point. An<BR>> =20 interesting<BR>> > side = note...yesterday,=20 one of DFXI's competitors, SCSS = (a<BR>> cash=20 flow<BR>> > nightmare), made a = substantial=20 move on volume. *That*<BR>> speaks to = me.<BR>> > ... certainly interest = in the=20 marketplace in the kinds of<BR>> =20 products<BR>> > DFXI sells.=20 Katherine<BR>> =20 ><BR>> = > =20 ----- Original Message -----<BR>> =20 > From: Dave=20 Rubin<BR>> = > =20 To: <A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= <BR>> =20 > Sent: Friday, April 05, 2002 7:41=20 AM<BR>> = > =20 Subject: RE: [CANSLIM] DFXI<BR>> =20 > So what do you make of the = rebound in=20 DFXI? Breakout<BR>><BR>> =20 > definitely failed,=20 and<BR>> = > =20 on high volume. But now it's right back over=20 the<BR>> =20 pivot.<BR>> =20 ><BR>> = > =20 Will it break down again or was this just a=20 normal<BR>> =20 pullback,<BR>> =20 > exaggerated=20 by<BR>> = > =20 "M"?<BR>> =20 ><BR>> = > =20 Not that I really care, since I got out.=20 Just<BR>> thinking=20 about<BR>> = > =20 future DFXIs in<BR>> =20 > questionable=20 markets.<BR>> =20 ><BR>> = > =20 --<BR>> = > =20 Dave<BR>> =20 ><BR>> =20 ><BR>> =20 ><BR>> =20 = _________________________________________________________<BR>> &n= bsp; =20 > Do You=20 Yahoo!?<BR>> =20 > Get your free @yahoo.com address=20 at<BR>> <A=20 = href=3D"http://mail.yahoo.com">http://mail.yahoo.com</A><BR>> &nb= sp; =20 ><BR>> =20 ><BR>> = > =20 -<BR>> = > -To=20 subscribe/unsubscribe, email<BR>> "<A = = href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>>= ; =20 > -In the email body, write = "subscribe=20 canslim" or<BR>> =20 > -"unsubscribe canslim". Do = not use=20 quotes in your<BR>> =20 email.<BR>> =20 ><BR>><BR>><BR>> =20 -<BR>> -To subscribe/unsubscribe, = email "<A=20 = href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>>= ; =20 -In the email body, write "subscribe canslim"=20 or<BR>> -"unsubscribe canslim". = Do not=20 use quotes in your email.<BR>><BR><BR><BR>-<BR>-To = subscribe/unsubscribe,=20 email "<A=20 = href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>-In= the=20 email body, write "subscribe canslim" or<BR>-"unsubscribe = canslim". Do=20 not use quotes in your email.<BR></BLOCKQUOTE></BODY></HTML> - ------=_NextPart_000_003F_01C1DCAC.596BB0C0-- - - - -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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