Irby-
Do you follow them as you posted them? It may be just me, but I see wdc, seg, emc, qntm, htch, kmag trade as a group (rdrt, iom, hmtt at the bottom), not necessarily in concert with the boxmakers, and different types of software trade together like psft, baanf, ctxs, jdec (enterprise s/w) go one way and msft has a life of it's own. YTK solutions like cpwr, imrs, kea may go another way. When there is a general rally they all run. With the networkers, the low-end stocks like xyln and shva are generally thought of as garbage and wake up last in my observation. Am I splitting hairs here? Or maybe that should be the purpose of this thread, to find the unique groups to look for action when there is not a general tech rally/tank. When you start fooling around with the semis, you have to know who makes equipment, testing, wafers, photomasks blah blah blah. (you surprised me with CYMI) I do not mean to confuse the issue, maybe I can't help it. There's got to be alot of talent out there, who thinks what?
-Alex |
