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Strategies & Market Trends : Analysis Class for Beginners
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To: Robert F. Newton who wrote (897)6/13/1998 3:47:00 PM
From: Les H  Read Replies (1) of 1471
 
If you want to bottomfish the disk drives or semiconductor stocks, roll back in the time machine to June/July 1996. The problem then was Korea, Taiwan, and Phillipines flooding the US market with excess supply of DRAMs, SRAMs, and other commodity chips. Falling prices in the tech hardware sector. Then look at the chart of SEG, WDC, QNTM and when they bottomed. Next come the component suppliers INVX, UTR, RDRT, APM, KMAG. When the earnings reports come out, the better managed companies like SEG will lead. But not until the risk of disappointment is over will new substantial buyers step in. You can go back to the other lows since then for SEG --- they were set during the earnings reporting month.
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