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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Justa Werkenstiff who wrote (74851)4/13/2001 4:03:06 PM
From: orkrious  Read Replies (3) | Respond to of 99985
 
Chip Cycle Flashback

Hi Justa, long time no see. I'm glad you're back.

I've been nervous ever since I laid out my massive (for me) AMAT, KLAC, and NVLS shorts on Friday. After reading your post, I'll sleep a little better tonight.

Again, welcome back. I hope you hang around.

Jay



To: Justa Werkenstiff who wrote (74851)4/15/2001 10:00:38 AM
From: Jimbo  Respond to of 99985
 
Justa - IMHO look for the $SOX to retrace to the 400 level. IMHO Joeseph's call is premature - another quarter or 2 of downside bottoming in July - August. Then I will be looking to pickup AMTA, KLAC, NVLS etc.

Good luck !