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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?


To: keithcray who wrote (12497)8/25/2001 9:15:42 PM
From: 2MAR$  Read Replies (4) | Respond to of 208838
 
Not only PMCS ...but I think I was responding to Fred's perfect
prescient feeling on thursday morning , that the semi's
especially BRCM had already started their
bounce already:
Message 16254170

You don't get much of a chance to catch that bottom on BRCM
either...but exactly the same pattern as last sell-offs
going back to april....always one of the first to bounce
like QCOM. Definitely leading stock-indicators if i ever
saw .

They parked their money in Bonds just long enough to get bored and
cover and move into the Bios to make some more $$$$ ,
and with the B2Bill report & slight improvement ,
covered and moved over to the Semi's to make
some more $$$$ , LOL !

Then along came Chambers/CSCO ...interesting to see what the Penguins start cooking up in the next two weeks .<g>

Remember how the Bio's did that incredible run-up before
(and PDLI went to $90's) in the face of the tech wreck?
Same thing all over again , but more realistic levels<G>.
They are going to make money
in the summer doldrums by creating this volitilty,
but someone/many are playing/swinging this market like angels & harps .

I think OJ has really caught on to it , too in the Semi's<g>

As much as any TA , it was just a complete repeat movie
of what the had done and rehersed before on every last
shake out. leg down and light recovery . I was thinking long all day
thurs , though taking advantage of the last shake-out on
SEBL and BRCD...Fred's remark and looking at some like BRCM
was to telling .

* BRCM should rightfully now inherit the name --->The Beast! (PMCS moves almost neck and neck ....the storage guys follow right after )

Now we wait to see who improves and who doesn't to reset
shorts and longs .

(INTU has been doing what PSFT did after their report
and been really hot .)