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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: FR1 who wrote (26899)	8/7/2000 1:12:47 AM
From: Alan Hume	Respond to of 42787

Hi Franz, 'In the world of well recognized semi stocks, who do you think will be hurt and who will manage to continue to do well as new plants come on line at the start of the year?' I think that all of the semicon manufacturers involved in manufacturing standard products and discretes will be the first to get hit at the end of this year. At this time I see inventories building up, prices falling and earnings disappearing. I also see MOT and TXN getting hit due to their strong positions in the wireless phone businesses. Your remarks about VectorVest are quite true, but such comments are valid for all types of trading based upon technical analysis. Forthcoming fundamental changes cannot be built into the chart history. But then on the other hand many of these fundamental advances don't happen due to glitches or delays in implementation (RMBS for example)These experiences are both frequent and expensive. Regarding selling off at earnings, I often seel my long position just before the close preceeding earnings, and go short with a 10% buy stop. This tactic has worked well this earnings season Good luck Alan