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

To: Johnny Canuck who wrote (32418)	5/22/2001 4:16:07 PM
From: Suresh	Read Replies (1) \| Respond to of 70315

Hi Harry, I am still net short... With my current understanding of the demand/supply situation, I will only play the long side of PC manufacturers and storage stocks (storage stocks are expensive looking at their PEG ratio). My targets for shorting are still blimps where they are still selling the dream (FCEL, PLUG etc) but when the market is ready to pull back, I hunt the big guys (BRCM, PMCS etc). Communication IC makers are my prime target for going short -- they have no business to be at these levels. Later, Suresh