Technical analysis for shorts & longs Message Board

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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 659.00

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Nov 21 4:00 PM EST

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To: Suresh who wrote (15355)	3/19/1998 7:23:00 PM
From: Clint E.	Read Replies (1) of 68187

Suresha, got out of xlnx with 1/2 gain. XLNX still looks healthier than ALTR, IMO. I may get back in tomorrow with some calls/shrs, especially if it tests 37-38 in a spike low fashion. Best to stick with the Software stocks for now. Also, I am not sure how deeply Q2 earnings of ALTR/XLNX Q2 were cut by analysts. I saw a report a while back that mentioned improving inventory correction in ALTR's case. I believe this BTO model that DELL has successfully implemented in the PC industry is making its way into the rest of electronics industry and making it initially tougher for suppliers to forecast & plan production. This is especially true for commodity chips. FPGAs/CPLDs are becoming commodity chips too, IMO. Clint

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