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Strategies & Market Trends : The Residential Real Estate Crash Index
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To: John Vosilla who wrote (57559)7/12/2006 11:40:22 AM
From: renovatorRead Replies (1) of 306849
 
Fred Hickey is very dark on tech, especially semi's at this time. I just finished his recent newsletter which is looking to reestablish many short positions on a variety of techs. I have put on QQQQ Sept 38 puts as a way to have exposure to the weakness. July 19 will be huge as many of the important tech stocks report that day--Intel, Apple, CDW, Motorola, Lam Research, Qualcomm, etc. Vast excess inventory is the heart of the problem for most of tech.

His monthly letter, The High-Tech Strategist is totally worth the $120 annual subscription, IMHO. He has been very good(negative) on the homebuilders for months as part of his overall view.
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