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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 659.00

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Nov 21 4:00 PM EST

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To: IA who wrote (23618)	9/10/1999 1:42:00 AM
From: Clint E.	Read Replies (1) of 68201

Inder, many thanks for the article. To me, the most interesting part was how Y2K-inventory build up has boosted short-term demand for electronic parts. That explains ahead-of-forecast(by ~4-5%) chip sales in the last couple of months. That explains the action in TQNT, RFMD, PMCS. TXN, INTC.... In the last few weeks, I have been puzzled as to why INTC has been acting so strong. I couldn't figure it out and that was sort of bothering me. Now, I know why. Thanks again for pointing out that article. I hate to think about how seasonally-driven post-Xmas slowing demand, coupled with any inventory build up will affect earnings of richly-priced tech stocks by Q1/2000. I'll talk to our manufacturing people by next week to see if we are doing the same. Clint

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