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Strategies & Market Trends : MDA - Market Direction Analysis

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To: dennis michael patterson who wrote (2342)	12/20/1998 12:28:00 AM
From: HammerHead	Read Replies (1) of 99985

Though all Naz leaders have historical high PE, I think they will continue lemming to 3-digit sooner than AG can expect. This is the human nature, go greedy until BK. The Asia bubble, Russia default, and even the current NBA lockout reflect the human greed will only follow by you know what. So while I'm trading long on the Naz leaders against my conscience (hyped PE), I'm also searching for the potential crack on CSCO, DELL, INTC, and MSFT. The crack may send Naz the same correction that DD and chip equipment done to the market last summer. Though the market is full of complacence, here are some signs that will trigger my sell and then BIG SHORT: CSCO - when it reports slower growth rate or below 20% DELL - when the margins and ASP deteriorate significantly INTC - when paper tiger become a roadrunner to challenge bunny MSFT - when Linux has 40% of server market shares, remember NT is Microsoft's future For Microsoft, if the trend continue it will come to a breaking point for the giant. When it happens, you have a chance to grasp a piece of BIll's fortune. netcraft.com news.com news.com zdnet.com theregister.co.uk

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