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Strategies & Market Trends : HEDGES
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To: Laird Durham who wrote (12)12/6/1997 11:07:00 AM
From: Steve168  Read Replies (1) of 29
 
One strategy is to buy a leader in an industry who is gaining market share, and sell a weaker one in the same industry who is lossing market share. Good examples are:

1. Buy MSFT( $30->144)/Sell NOVL( $30->8) 2-3 years ago.

2. Buy AMAT and sell LRCX one year ago. AMAT doubled(split) and LRCX at the same price.

3. Buy CSCO and sell CS or ANET

Any current pair can you think of?

Another one I am thinking is what industry will be replaced by Internet? Paper company or paper equipment companies? I read a news talk about since Internet is growing so fast, most users spend much more time on it, spend less time on traditional print media and TV. The advertising revenue will be hurt big on traditional print media. If this trend continues, Warren Buffet could be in trouble for his huge holding in Washington Post alikes.

Any comments welcome!
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