>>yesterday's action was probably tied to strength in the
$SOX on the set-top box deal for MOT and the new Goldman
guy starting some of the gear players.
The Goldman init was out before the market open and the
graphs reflect it, as well as the characteristic patten
of the rest of the market -- gap-up open, flat for a
while, big dump starting at 1:45, some recovery toward
the close. AMAT, NVLS, LRCX, UTEK all look this way.
Same deal with the $SOX -- MOT, INTC, TXN, LLTC all have
the same pattern, and then I stopped gathering data. MU
was truly on its own yesterday.
BTW, check out a 5-day graph of AMAT -- there's a clear
panic to buy the stock the day before the upgrade.
Goldman really needs to be a little more careful about
leaking their information to college buddies, cousins, etc. |
