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

To: IA who wrote (28203)	9/13/2000 3:12:48 PM
From: Clint E.	Read Replies (2) \| Respond to of 67997

thanks inder. I thought it was due on Friday.

To: IA who wrote (28203)	9/21/2000 4:12:25 PM
From: Johnny Canuck	Read Replies (2) \| Respond to of 67997

Hi Inder, Both NTAP and MERQ look good technically. I would have liked to see an acceleration in volume in MERQ though. I don't follow either fundamentally. I think MERQ is one of Clint's favorite trading stocks. I will have to look at it more closely when I have time. Interesting that DELL is looking for a strong 2H. I listened to part of the JBL call. They saw only 4 percent Q-Q growth in the PC segment and expect a flat next Q. They expect to see a tight component market overall due to their strong growth in contracts. While DELL is seeing a softening in component prices. Mixed picture forming right now. JBL is looking for 50 percent Y-Y growth in networking and telecommunications products. No slackening in demand. While the analysts are seeing slower subscriber growth for wireless and decrease capital spending. No clear direction here either.