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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 691.72

-0.1%

Jan 16 4:00 PM EST

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To: Clint E. who wrote (41180)	5/18/2004 3:32:50 AM
From: Johnny Canuck	Read Replies (1) of 69822

Hi Clint, I just got back from my business trip, so I need to catch up on the news especially what DELL had to say. The state of Georgia is too hot for this west coast boy. I don't know how you do it in Texas. I like being outside, but when it is that hot,it sure is not fun. My personal list of strong stock before the more recent sell off today and Friday were: ADTN: entering seasonally strong period, pressure on carriers to get more consumer penetration before cable operators get more traction on VOIP cable telephony AUO: demand for flat panel displays strong from monitors and cellphone displays, guiding 5 percent q-q growth (lower than some analysts expected), still reasonal trialling and forward P/E, not seeing consumer market seasonality having much of any effect on strong business demand, yet to hit sweet spot pricing on LCD monitors and LCD TV PXLW: similar story as AUO, strong demand for chips for LCD TV's UMC and TSM: both have BTB greater than one. Both are running at capacity. If the inflation is mild they should be able to raise prices and expand margins. We are seeing some price increases now, that seem to be sticking given the tight capacity in the industry ATYT: New product cycle. NVDA product looks like it might not be as cost effective given the features. It depends on what DELL had to say. Not sure I like RFMD as much as I once did. Mangement can't seem to see that the street wants them to make money at their business. Growing share with out getting their cost under control is a receipe from long term disaster. EBAY and YHOO seem to have reasonable get reports. Internet advertising and transactions seem to finally be gaining some traction. I expect a bounce in the next day or so. The number of stock more than 1 standard deviation above their 40 day SMA is at 4.92. It has only ever gotten that low in 2003 and 2003 during the extreme sell offs. There is also an extreme reading on the number of stock less than one standard deviation below their 200 SMA. It reads 38.67. 39/40 has been a resistance level in the past.

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