Investing for the January Effect 2000 Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Investing for the January Effect 2000

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Q. who wrote (34)	12/24/1999 6:33:00 PM
From: Mad2	of 109

If your interested in understanding NMGC a bit better, try the SI board, it isn't very noisy and the last 50 or so posts fill in most of the pertinant info. Subject 14927 Main problem has been capacity with their two previous fab's (recently brought on Seimans/Inf) and delays in launching a 3D chip. Next Qtr earnings are expected to be lackluster so I'm hoping NMGC will be cheaper later in the 1st qtr. Also expected to introduce a new controler chip for DVD players in 2nd qtr (expectations are unknown but a growth market like their laptop market). JILL tanked due to them dropping the N Sommers catalogue (14% of sales) and growth of J JILL catalogue slowing, probably due to online competition......JILL's mgmt seems to be capable of turning JILL around and they report robust growth of online sales.....I expect to see some Jan bounce....beyond that JILL is probably a 6-9 month project before things really clear up. Mad2 BTW, Some of the US steel makers might be a decent buy as well (particularly NS and BS)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next