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

To: StockOperator who wrote (4438)	3/28/2001 11:57:37 PM
From: JRI	Read Replies (1) \| Respond to of 52237

SO- Your thoughts on CIEN, JNPR, CHKP, QCOM, and AMAT? Of the 1st 4, I am short the first 3...on the premise, that they are now ready to be decimated like almost everything else has until now (we are getting to the "cream")....QCOM will be one of the last to go, given its cult status...but must flush too (I'm thinking 40-50% from here)....I am likely going to short it soon too... AMAT will move slower..but its looks like 51-52 in a brick wall now... In other words, although one must cover quick in any rally....I think reward/risk is quite good for these "highflyers" in this stage...vs. trying to squeeze a little extra out of some other names... Also, Dow stocks look to have a ways to go...this go round...