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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 683.47

+0.6%

Nov 28 4:00 PM EST

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To: Bill Cotter who wrote (27763)	8/28/2000 2:20:15 AM
From: Johnny Canuck	Read Replies (2) of 68398

Hi Bill, Your seeing the great hours that go with an engineering job. That and the no overtime and that ample vacation time. <g> Where do I sign on for this dream job again!!! Actually I am on the west coast so the 1:24 AM time is not as bad as it looks. The 6:31 AM time though is just the results of just not living right. <g> Good job on KOPN. I never did take a position. I knew I was taking a vacation and I was not taking on many new positions so I let it go. There is alway another one coming down the road. KOPN looks like it could run to 40 before it runs into a resistance level. Keep in mind that the CNXT problem related to the elimination of subsidies in Korea could last 2 Q's and the that ramp in displays will not be material to revenues till next year. The trading on ANAD has been a little weak. It is really struggling with the 100 EMA. What is your target. RFMD looks stronger, it is tarred with the same brush as ANAD, KOPN and CNXT, but the split is getting it some attention. KEM looks good. It looks like it has a ways to run. The guidance from the CC I have heard give a mixed component shortage picture. I know capacitor shortages were an issue last Q. I am not sure how long it last. >>In my opinion, I don't think the semiconductor industry >>is going to be as cyclical as it has been in the past >>with its reliance on computers. Now there are shortages >>in so many different type industries, wireless, fiber >>optic, broadband; etc. As far as I know most of the shortages were created by the explosive demand in wireless, so it is still narrowly based. The shortage in fiber/optics is driven by the emergence of new technology. The production yields are just too low to fill the demand.

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