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Technology Stocks : John, Mike & Tom's Wild World of Stocks
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To: John Pitera who wrote (2661)2/20/2002 4:06:12 PM
From: Logain Ablar  Read Replies (2) of 2850
 
John;

My feeling is storage is the area in tech to be overweighted in. As much as software leads IT spending out of recessions storage is also looking @ equipment and software upgrades.

BRCD has fallen behind MCDTA, INRANGE AND QLGC on the technology end. So the companies which will see my $$'s will be EMLX, MCDTA, QLGC, in that order. Not at these levels. I'm looking for the April 2001 lows to be tested (they broke in Sept but I don't anticipate the Sept lows to come into play unless the NAZ fails its retest). Right now there is still too much momentum trading in these stocks.

Still waiting for a flush.
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