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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Suresh who wrote (25145)	2/10/2000 2:01:00 PM
From: bcjt	Respond to of 68092

Here is a good short!!Over valued CYH. Subject 8637 bcjt

To: Suresh who wrote (25145)	2/10/2000 5:49:00 PM
From: Johnny Canuck	Read Replies (2) \| Respond to of 68092

Wow, Something spooked the market. The 30 year bonds at now at 6.34% and there was across the board weakness in the banks and retail looking at the closing numbers. I am not sure you are too early. Someone posted on the Market Direction Analysis thread that one of the analyst (Ciprano?) was calling for a short term top today with a move down to Feb 14 then a wave up followed by another wave down. It looks like CIEN and MRVC still have some life in them. The split should give NEWP some mileage and liquidity. The sectors look more healthier based on the closing numbers. INTERNET 13 +2.0% CHIPS 13 +4.2% CHIP EQUIP 12 +5.3% Telecom Equip 21 +3.4% RETAIL 8 -1.6% SOFTWARE1 13 +1.8% DSL 6 +1.7% DWDM 15 +1.8% Financials1 6 -1.2% Carriers1 3 +2.7% Telecom Construction1 3 +2.1% networkers1 4 +6.4% Contract Manufacturers 4 -2.0% Tier 2, D-WDM 12 +3.5% Broadband Cable 1 7 -0.7% Harry's current watchlist 33 +2.2% DOW 10 -0.8% DRUGS 4 -2.9% XML 15 +2.7%

To: Suresh who wrote (25145)	2/10/2000 11:13:00 PM
From: dppl	Respond to of 68092

Too early to call a spade a spade but with the CRB index making an 18 month hi, with a gold rally and a bond inversion, it's worth thinking that the market is saying something quite different from Greenspan - looking out about 6 - 9 months, it is saying that we may be getting very unbalanced. Of course the techs will not take notice for a while - it's momentum - but even with great earnings, the imbalance should signal some good contrarian positions shortly. Banks are hated, as a result of the bond moves, but this is confusion. Bonds are really saying something that can be positive for banks 6 months down the road: go back to stable earners and dividends. Hard to act on these signals but they are there. Thomas

To: Suresh who wrote (25145)	2/11/2000 3:08:00 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68092

Suresh, Nice call on AMCC and PMCS short. We are getting close to a buy signal on the SP500. We need to break 1390 temporarily to get that signal. If you are using the QQQ's as a hedge against long positions, do you find the move in the QQQ's give you sufficient protect. From experience I find that it does not, if you are invested in the high flyers. Did you listen to the VECO CC. Impressions? I will try to listen tonight.