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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Challo Jeregy who wrote (1527)	5/7/2000 11:05:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 33421

Great Post Challo, companies such as SSTI, which I bought in the mid 60's prior to the last earnings report on April 25th are the types of companies that will benefit by these shortages. since SSTI, is a pure flash memory play they benefit from the booming demand for these products. There are several stocks that should be bought on weakness it appears. One thing we have to consider is what will happen to the overall multiple put on tech and the SPX. If it contracts much more, we could even see reasonable weakness in these fundamentally strong stocks. That as it may be : SSTI, AMD, INTC, ATML Sndk etc. Are a few of the names we should be considering on weakness. I'm working on coming up with a few specialized angles and will let you know , if I come up with some new ideas. John