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Strategies & Market Trends : Technical analysis for shorts & longs

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To: broken_cookie who wrote (16541)	6/13/1998 11:19:00 PM
From: Johnny Canuck	Read Replies (1) of 69124

Wow Richard, A $299 PC, that is amazing. The margin contraction would be a serious blow to most PC manufacturers. It should increase sales of software in the consumer market (Perhaps ERTS, THQI, SEVL and a few others I can't remember off the top of my head. I am trying to work on a list of companies to examine for Christmas software releases.) and give MSFT a boost especially since it does not appear to have any killer applications coming out soon. Here are two stories I found on another thread: The first one is on PWAV. They make power amplifiers for the wireless market. I don't agree with the accessment of the story though.They may make their number this Q, but the overcapacity that Clint mentioned on the handset side and the margin squeeze on the infrastructure side due the agressive bidding by companies like LU, ERIC.Y, NOK.A , NEC, and NT in Brazil and the slow roll out of Japan should affect there earnings going forward. exchange2000.com Other possible candidates that might get hurt in the fallout are ANEN, ANAD, and TQNT. I am still working on a list of others in order to look more closely at their fundamentals. The second story is a comparison between this year and 1928. I don't think I agree as the conditions are not the same. We don't have a speculative economy that is expanding at a great rate. There is inflation of stock assets, but I don't see it anywhere else. It is an interesting story though. exchange2000.com I see Techie is posting again on the Dell thread. She does have a way of stirring things up. It is good to see her back, if only in a limited way. Harry

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