Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : TIMING INDEX MUTUAL FUNDS -- Ignore unavailable to you. Want to Upgrade?

To: ebbtide23 who wrote (48)	2/7/2000 12:06:00 AM
From: Lee Lichterman III	Respond to of 428

Possible but why bet long on the NAZ 100 if you truely believe those four stocks carry it on thier backs. MSFT is still in litigation and any bad news regarding a split up of the company will take the indexes down extremely hard whereas any good news will be somewhat muted considering MSFT is already priced priced pretty high and they won't be able to bully smaller comapanies around anymore knowing that they are under the microscope. CSCO has been trying to break out to the upside for months now and can not get over the top tine of my fork as shown on our site. CSCO can only fall from here in my opinion or continue to fight it's way up slowly a few percent at a time. A miss Tuesday nioght could make it see the 90s in a day or two. INTC is neutral after a strong run up but showing weakness after a nice bull flag gave it the chance to rally strong and instead it stalled. The SOX ios getting weaker by the day and the last rally was more on the back of stocks like PMCS etc. INTC has obvious yield problems and con not meet demand. The problem is so bad that PC companies that never would have crossed INTC are now putting AMD processors in their machines. QCOM, it had it's heyday, there are a lot of people waiting to sell after buying it at much higher prices. It has been struggling for a long time and seems to fall back every time it does move up. It may shine again but I feel it is like the internets last year. It ran and now it has to settle for a few months. You make a good point but I just feel since the boader market has been in a bear for a long time now, the SPX has limited down side compared to teh NASDAQ which holds the most manic stocks. If reality ever does return to this market, the NASDAQ could get cut a LOT LOT more than any of the other indexes. Regardless of direction, the NASDAQ is just plain and simple a lot more volatile. To be honest, I asked Don many of the same questions you asked but it came down to the safest versus the most profitable. Besides we are not trading options and have time to wait by using the funds. Good Luck, Lee