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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 690.27

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Dec 26 4:00 PM EST

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To: Johnny Canuck who wrote (16626)	6/17/1998 7:06:00 AM
From: Clint E.	Read Replies (1) of 69243

Good morning Harry. >>MOT does very little outsourcing as far as I can remember. True. ALRN used to do a lot of biz with them in Chicago but not as much anymore. They also use local shops from time to time for small projects. Check out what ARW said last night. I said four months ago that DELL's BTO model is going to spread in the rest of electronics industry and it is going to cause problems for component suppliers, including semis. Visibility is shrinking. biz.yahoo.com Thanks for the piece on DELL/MSFT... Clint

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