Technical analysis for shorts & longs Message Board

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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 659.00

+1.0%

Nov 21 4:00 PM EST

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To: Johnny Canuck who wrote (27410)	7/24/2000 4:43:43 AM
From: Clint E.	Read Replies (1) of 68211

Hi Harry. Thanks for your extensive CC notes on AMCC. Did you take notes like this when you were going to college? I wish I knew you then! Impressive numbers. Their BTB and especially strong demand for optical products explains the stock performance. The stock is riding the optical craze. NT is looking to do good chunk of biz with IBM this year but I am not sure if they're just switching fab or actually going in-house by designing out other chips currently provided by the likes of AMCC and PMCS. If AMCC starts rolling over on Monday, I may short a few stocks including AMCC. Keeping an eye on the biotechs(BTK) is also helpful since they didn't roll over on Friday. Clint

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