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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (26615)9/8/2001 7:17:58 PM
From: James C. Mc Gowan  Read Replies (1) | Respond to of 30051
 
Zeev, thanks for your thoughts re: INTC. Going short on this tech behemoth I approach with trepidation, and the mutual funds inclination to put new $$ into the 'blue chip' techs makes good sense. I did do a very short term short, al a Zeev's trading style(except short) and made a few bucks, but I had to double down and 'white knuckle' trade it overnight,ggg.

I would be very interested in your thinking about the availability of funds to support/rally the techs off of this almost double bottom now.

If the steady stream of 401K funds is a given to buy big caps/big techs, but we have signs from Trim Tabs of $10B sales of stock mutual funds(and ramped up buying of bond funds) whilst the commercials are increasing thier short position, can the 401K inflow support/rally the market in the absence of other sources of money.

Also, M3/liquidity has been reported as fading.

Seems funds in general, except for 401K automatic are drying up.

Thanks,
James



To: Zeev Hed who wrote (26615)9/8/2001 7:43:52 PM
From: mishedlo  Read Replies (1) | Respond to of 30051
 
Zeev - based on where we sit RIGHT NOW - what values do you see? You have posed some in the past but things changes.

IRF
AAPL
NEWP
JNPR
SEBL
EMLX

I believe there first three are on your list. Are there any others. I would rather get a small bounce with less risk than a big bounce with higher risk cause I do not think the bottom is in. I also do not mind 1 or two totally outrageous plays of very high risk/very high reward (EXDS/SCON) perhaps.

Thanks in advance.

M


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