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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 685.66+0.2%Dec 5 4:00 PM EST

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To: Jon Khymn who wrote (35337)12/1/2001 12:26:12 PM
From: Suresh  Read Replies (1) of 68652
 
Semi Equipment (in the order of confidence based on fundamentals): NVLS, AMAT
Communication IC (based on fundamentals): PMCS, AMCC, MRVL, BRCM

I would never short NVDA based on fundamentals but only based on technicals. It is a good long based on fundamentals IMHO.

Later,

Suresh
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