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To: Boplicity who wrote (12650)4/13/2001 8:18:55 PM
From: Boplicity  Respond to of 13572
 
Someone just sent me via pm what I was asking about.

Sector Rotation Model:
stockcharts.com

SECTOR ROTATION THROUGH ECONOMIC CYCLE:
stockcharts.com



To: Boplicity who wrote (12650)4/15/2001 12:34:48 PM
From: Jim Willie CB  Read Replies (1) | Respond to of 13572
 
PumaTech (PUMA) is the wireless synchronization SW stock
really pummeled hard into the dirt
gonna have a good future, despite current depressed state

RF Micro Devices (RFMD) looks like the wireless chip stock
reaffirmed its lock with Nokia, mentioned its contract last week

dunno about the wireless billing SW stock

referring to Sharon Parker's wireless niche stock picks

are we on the same page about a horrendous Naz/Dow/S&P decline beginning in about 4 weeks, ending in midsummer ???

I see some crises upcoming with a big NYC bank, a big brokerage house, a big insurance company, a big mutual fund
it will be triggered by bad telecom debt burden
additional bankruptcies and distressed consolidations will make the news

what say ye, FrenchMan ???

thanks, Jim