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Strategies & Market Trends : Steve's Channelling Thread
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To: mishedlo who wrote (7850)11/18/2000 2:10:00 PM
From: Logain Ablar  Read Replies (2) of 30051
 
m:

I see my grammer needs a little work <gg>.

I think we should be out of SSTI by January reporting based upon the following:
1) Last quarters stock activity. Stock ran on news they would exceed earnings but people were selling into the run. The stock did not continue to move up to earnings but was weak from about a week after their preannouncement of good #'s.

2) More flash capacity comes on line 2nd half of next year. I want to be out early rather than late (hey I'm already late). Maybe it comes on line early.

3) As the economy slows down / (possibility of contraction increases daily) pc sales slow and dram will convert to flash. Increasing capicity / supply to meet decreasing or shrinking demand impacts margins / profits.

I think January earnings will be the last time to sell before these items become more evident.

Of course the markets can change but this is my game plan as of today.

Tim
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