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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 683.38+0.1%Nov 12 4:00 PM EST

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To: Clint E. who wrote (18448)11/18/1998 5:39:00 PM
From: fedhead  Read Replies (1) of 67879
 
Hi Clint

What are your thoughts on CSCO and ASND ? The Internets are
clearly overvalued b ut when does one sell. I sold half my AMZN
at 125 (next day it runs up 22), YHOO and INKT the day before
AMZN annonced that they were going to be a department store. AMZN up
37 since I sold, INKT up 30 and YHOO up 17. I intend to let the other
half ride. There is no top as far as these guys are concerned. Have
started accumulating stocks in the chip equipmwent sector . Besides AMAT and NVLS what are the other companies that will domionate once
the cycle turns ? I think there might be a couple of 4 to 5 baggers in the chip equipment sector.

Thanks
Anindo
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