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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 671.91

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Nov 14 4:00 PM EST

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To: drsvelte who wrote (24730)	1/7/2000 2:12:00 AM
From: Johnny Canuck	Read Replies (2) of 68020

Doc, Message 12494951 The capacity constraint is good news from one perspective, in that demand will remain high, but the market may start to question the ability to achieve the growth rates build into the price of the suppliers. Most stocks are priced for 100 percent year over year revenue growth based on the LU and NT cc from last Q. Doubling capacity overnight just does not happen in a hurry. With the possibility of sales being deferred the level of risk becomes greater, I think value will open up, but I would be patient and let the price come to you.

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