|
|
Being on the Right Side of the Market
December 1, 2000
Burning to the Ground — Capstone Short Up 76 Percent
November 22, 2000
Burning Down The House–Capstone short up 71%
November 17, 2000
Hold On To Capstone, It’s Still Burning
November 10, 2000
Valence Technology Takes Part In The Space Program
October 27, 2000
Capstone Gets Crushed – We Make Money!
October 13, 2000
Cell Robotics Welcomes House Bill 578 With Open Arms
October 6, 2000
The first Black Monday of October?
September 29, 2000
Crystal ball
September 22, 2000
Another
great sell call September 15, 2000
SAB is up 17%
September 8, 2000
Baltimore Technologies
Jumps 30%! September 1, 2000
Strange things
are afoot at Barpoint.com August 18, 2000
Master Incubator:
ICGE sold off on earnings looks like a buy
August 11, 2000
Valance Technology
reported FY 2001 Q1 ending June 30, 2000
August 4, 2000
Baltimore Pre-Announces
Banner Quarter July 28, 2000
A few notes on
the movers and shakers this week July
7, 2000
Media 100 jumps
61% in two months! July 1, 2000
Battery powered
spike June 23, 2000
The economy
is slowing, but how slow is slow? June
16, 2000
Whooah-Nelly!
June 2, 2000
Is that clear?
Crystal! May 26, 2000
Weatherman Wanted,
Apply Within May 19, 2000
The NASDAQ is
stuck May 12, 2000
Talk.com: Down,
but not out May 05, 2000
Valance Technology
picks up a new order April 28, 2000
Nasdaq 3000
April 14, 2000
I love a fat
bottom April 7, 2000
|
|
|
|
SUNW Completes Cobalt Purchase
Sun Microsystems (SUNW:NASDAQ) has completed its US$1.34 billion purchase of Cobalt Networks, bringing them into the fast growing market for low-cost servers. SUNW had agreed to purchase them in September and paid one share for each share of Cobalt. The market for Cobalt’s server applications is expected to more than double in 2000-2001 and will add to SUNW’s earnings within the next six months.
Speaking of acquisitions, Clearworks (CLW:AMEX) is co-hosting a global conference call with Eagle Wireless Communications for investors of both companies on Friday, December 15 at 10 a.m. They’re trying to make investors fully aware of the company’s direction and its future strategic plans before and after the completion of the pending merger. We’ll keep you posted on the outcome.
Also, following the stock market’s recent roller coaster lead, Capstone (CPST:NASDAQ) has had its ups and downs over the past couple of days. If it hits our stop-loss of US$30, we’ll issue an announcement telling you to sell it. If not, we’ll hold on to it until the end of December.
Remember, on the first trading day after Christmas, 64 million additional shares, currently held by insiders, will become eligible to trade. I really don’t think this stock is going to go against us, though. Just in case it does, there’s no sense in losing your hard earned gains.
In other news, Talk.com (TALK:NASDAQ) have announced their financial results for the nine months ended September 30, 2000. Total sales for 3Q were US$121.2 million, compared to US$140 million for the same quarter last year. The change in total sales was attributable to a reduction in long distance revenue and their departure from the wholesale business.
Gross margins increased to 40.2 percent from 38.6 for the same period in 1999, and improved five percentage points from 2Q 2000. Total sales for the nine months ended September 30, were US$413.1 million, an increase of 12 percent over total sales of US$367.7 million in the same period last year. Gross margins for the nine-month period increased to 38.8 percent from 37.2 percent for the same period in 1999.
Local and bundled sales for 3Q were US$17.3 million, up substantially from 2Q and higher than analyst expectations. They billed over 155,000 lines in September, up from 21,000 lines billed in June. TALK jumped 18 percent on the news.
Sincerely,
Christian DeHaemer
|
MMM
|
