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Technology Stocks : Stock Swap
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To: Andrew Vance who wrote (16733)9/24/1999 3:14:00 PM
From: Logain Ablar  Read Replies (2) of 17305
 
Hi Andrew:

Cash and protecting your investments are key at a time like this. Your news letter on Taiwan with over reactions in certain stocks is good.

On weeks lile this you need to make sure you don't lose too much and have funds to stay in the game. One should be looking at ways to protect their invesmments (insurance with puts?) and identify stocks that are holding up well for when they recommit their resources.

Some suggestions. I think the semi's have peaked for a while and communications & software (although Balmer put a hit on this one yesterday) with be the sectors seeing more investing.

Some companies to watch are
Communications:
FRO (a play with GBLX)
NN (Newbridge, the chart is lousy but one of these days it will land and announce a contract that will make it breakout).
MRVC (a gigabyte network and infrastructure play).
LWIN (already started its run but a pull back to 19 would give a good opportunity).

Software:
MSFT (Gates and Balmer have talked on overvaluation before. If they think its over valued now wait until WIN2000 is released.
SYBS (with their new internet products).
MRBA (I just like the company but would like it more once it revisits 27).
WIND (Its getting closer to its time).

On the semi's:

LTXX was ready to start a move yesterday (slow of course) but the market put a stop on it.
CUBE shot up today on an analyst recomendation but I'd wait till the low 30's.
CYMI (it will retreat more and I'll buy some under $30 and be greedy for $24)

A hidden gem to look at is OBAS.

All P&F indicators are negative so be cautious. Now is not the time to be adding to long positions. Trades only.

Tim

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