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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: dennis michael patterson who wrote (34323)	11/27/1999 10:50:00 PM
From: Les H	Read Replies (2) \| Respond to of 99985

Of the ones in the apparel retailing, I follow occasionally AEOS, ANF, ANN (which you mentioned), GPS, IBI, LTD, ROST, and TJX. GPS has broken its downtrend and is moving sideways in the range of 32-40. Came close to breaking out this week. I've watched it for a couple weeks now and started to back off bottomfishing for now. Another unrelated bottomfish candidate is PMS (Policy Mgmt Systems) in the software field (insurance software). You could probably add some secondary names, such as CLE which has bottomed already and appears to be starting up.

To: dennis michael patterson who wrote (34323)	11/28/1999 12:46:00 PM
From: American Spirit	Read Replies (1) \| Respond to of 99985

Sector rotation now into retail, e-tail, software, especially the beaten down ones and dynamic leaders. Go to your mall and check out the action. Long lines at cash registers. I especially like ANF, URBN and a few others. BNBN, BYND, BAMM, LE. AMAZN's move on friday very encouraging for sector. This Xmas should be the biggest ever. Then into the software recovery into 2000 with UIS, PSFT leading the way. IMRS a real value here. SECTOR ROTATION, REMEMBER. If the market goes down it will just be the over-bought sectors which is called profit-taking. No one's going to take profits from sectors that are just heating up. You MDA guys, could you do some charts on particular sectors? That could be very interesting. Myself I look at charts. What happened last year at this time. Stocks way down from their 52 week highs but with great earnings (ANF, UIS typical cases because of BS lawsuits and other meaningless trash on the newslines). Happy holidays everyone. This rally ain't over yet by a longshot. Into february at least IMHO. But pick the right sectors at the right time. Right now it's obvious that the huge Xmas will benefit retailers. That's why I sold my first tier techs and am now reinvested as I explain above. Will I be right? I think so. I sure hope so. gg