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


To: Clint E. who wrote (34888)10/25/2001 7:22:07 PM
From: Johnny Canuck  Read Replies (2) | Respond to of 68389
 
Clint,

I think it is a pure technical rally, since we able to make it through the pre-Sept 11 level on the COMPX. A lot of traders were watching that level for re-entry. The COMPX moving above the 50 day EMA would have put them on alert to a possible trend change. The fundamentals though not as bad as expected after Sept 11 are still nothing to write home about. Expect for a few bright spot GNSS, KOPN and TELM ... the earnings have been just plain bad. Beating estimates is fine for a pop, but most are still not giving any guidance or giving weaker forward guidance. Part of the bounce may be just due to the fact the the mutual fund tax loss selling in over with for the most part. So this may be a relief rally. I have heard enough calls to know that no one is all that upbeat and the profit margins are down quite bit with lots of inventories still in the channel. In some cases we are talking about 5 to 9 months of inventory.



To: Clint E. who wrote (34888)10/26/2001 12:29:46 AM
From: Clint E.  Respond to of 68389
 
Thurs. 10/25 1775 +44 (+2.54%) @ 2.2B --- Amazing ~5.5% reversal

Symbol Last Trade Change Volume Avg Vol Open Day's Range 52-week Range
RSAS 4:00PM 9.50 +1.49 +18.60% 10,266,200 1,338,454 8.64 8.63 10.20 6.7900 44.3334
TLAB 4:00PM 15 +2.29 +18.02% 9,372,600 6,556,363 12.44 12.38 15.65 8.9800 68.5000
AHAA 4:00PM 26.46 +3.50 +15.24% 2,863,700 2,171,636 22.80 21 26.46 13.0625 55.3750
SANM 4:00PM 17.05 +2.21 +14.89% 22,150,200 7,447,863 15.18 15.10 17.25 11.6400 60.5000
AMCC 4:00PM 13.76 +1.78 +14.86% 30,749,700 12,063,863 11.56 11.27 13.90 6.0105 109.2500
SCI 4:00PM 22.82 +2.92 +14.67% 2,762,200 1,266,136 20.10 20.10 23.09 15.5300 47.0000
MCDT 3:59PM 16.40 +2.05 +14.29% 4,816,900 N/A 13.95 13.50 16.59 7.0400 111.0625
XLNX 4:01PM 33.30 +4.15 +14.24% 14,254,200 7,716,181 28.46 28.12 33.50 19.5200 79.5000
WEBX 4:00PM 34.35 +4.20 +13.93% 1,719,500 1,193,181 30.71 30.60 34.56 5.0625 50.7500
PSFT 4:00PM 33.80 +4.02 +13.50% 15,479,200 9,525,909 28.86 28.25 34.20 15.7800 53.8750
CKFR 4:00PM 13.80 +1.60 +13.11% 3,587,200 779,090 12.47 12.36 14.15 12.2000 62.5000
CIEN 4:00PM 21.79 +2.44 +12.61% 28,837,200 17,455,680 18.61 17.83 21.98 9.2000 149.5625
CYMI 3:59PM 21.90 +2.40 +12.31% 990,100 375,954 18.87 18.81 21.99 14.1500 36.0000
VTSS 4:00PM 11.35 +1.17 +11.49% 8,618,600 5,412,954 9.86 9.60 11.45 6.6500 81.9375
KLAC 4:01PM 45.25 +4.39 +10.74% 13,049,700 8,615,000 39.99 39.25 45.30 25.5625 61.0000
CALP 3:59PM 14.80 +1.43 +10.70% 278,900 205,090 13.48 13.43 15 8.4000 71.6250
VRTS 4:01PM 34.85 +3.33 +10.56% 21,716,200 13,711,136 30.40 29.25 34.90 17.3000 165.0625
PMCS 4:01PM 18.69 +1.71 +10.07% 16,581,900 10,409,545 16.47 15.56 18.88 9.3700 211.2500
TQNT 4:00PM 20 +1.79 +9.83% 3,189,800 3,685,045 17.96 17.35 19.98 10.2500 61.5625
RFMD 4:01PM 23.02 +2.05 +9.78% 14,706,000 9,966,681 20.38 19.47 23.09 8.7500 37.5000
VSEA 4:01PM 30.34 +2.67 +9.65% 669,700 671,318 26.81 26.40 30.70 16.9375 50.0400
CMOS 3:59PM 14.81 +1.23 +9.06% 469,100 1,031,136 13.50 13.09 14.85 10.9500 30.8750
BRCM 4:00PM 39 +3.21 +8.97% 27,146,600 11,297,227 34.64 33.65 39.092 18.4000 256.1875
SMTC 4:00PM 40.70 +3.30 +8.82% 1,739,600 1,335,409 37.01 36 40.83 15.0000 41.7000
PWER 4:00PM 8.90 +0.72 +8.80% 1,594,900 1,117,772 8.07 7.67 8.90 5.3200 88.9375
SUNW 4:00PM 9.99 +0.80 +8.71% 65,126,100 44,476,456 9.07 8.80 10.03 7.5200 61.0000
MEDX 4:00PM 21.56 +1.64 +8.23% 1,405,700 995,772 19.70 19.11 21.78 11.7500 75.0000
SMTF 4:00PM 19.81 +1.50 +8.19% 649,900 1,590,090 18.05 18.05 19.88 13.4000 56.1875
TER 4:01PM 23.55 +1.75 +8.03% 6,105,700 2,305,181 21.45 20.85 23.55 18.4300 47.2100
NTAP 4:00PM 13.79 +1.01 +7.90% 13,127,300 8,288,136 12.39 12.10 13.85 6.0000 144.7500
LRCX 4:00PM 21.04 +1.54 +7.90% 3,064,100 2,969,363 19.23 18.70 21.05 13.0000 33.7600
VRSN 4:01PM 53.34 +3.89 +7.87% 19,417,800 9,069,181 48.74 48.449 53.45 26.2500 187.3125
ADI 4:01PM 41.62 +2.91 +7.52% 3,817,100 3,623,181 37.90 37.20 41.40 29.0000 83.5625
SLR 4:00PM 14.50 +1.01 +7.49% 8,273,200 6,400,863 13.15 13.13 14.70 9.9100 52.6250
CHKP 4:01PM 33.33 +2.25 +7.24% 12,164,100 8,910,500 30.17 29.47 33.40 19.5600 118.5834
ILUM 4:00PM 48.81 +3.18 +6.97% 484,600 755,090 45.03 44.62 49.29 13.0625 47.6000
SEBL 4:00PM 20 +1.30 +6.95% 15,931,700 14,565,681 18.30 17.50 20.04 12.2400 119.8750
APWR 3:58PM 41.14 +2.64 +6.86% 210,400 296,000 38.60 37.54 41.25 22.6250 58.6875
GLW 4:01PM 8.72 +0.55 +6.73% 8,339,600 7,746,818 8.05 7.91 8.71 6.9200 104.7500
CREE 3:59PM 18.25 +1.15 +6.73% 1,784,800 1,397,681 16.67 16.29 18.30 12.2100 64.1250
PRIA 3:59PM 16.98 +1.06 +6.66% 4,102,000 430,863 15.70 15.25 17.50 8.7500 35.3125
PLXS 4:00PM 27.40 +1.70 +6.61% 4,274,900 814,500 23 22.99 28.10 19.9375 78.3750
BRKS 4:00PM 33.89 +2.09 +6.57% 2,243,200 634,227 31.20 30.44 34.49 19.8750 65.1328
NVLS 4:01PM 36.23 +2.21 +6.50% 8,636,600 7,701,363 33.54 32.51 36.69 24.9375 58.7000
PLCM 4:00PM 30.10 +1.83 +6.47% 2,728,300 2,294,772 28.20 27.33 30.62 10.7500 70.2500
FCS 4:01PM 23.90 +1.42 +6.32% 1,245,400 511,818 22.00 21.50 24.50 11.1875 25.3500
MACR 4:00PM 17.90 +1.04 +6.17% 1,503,500 592,500 16.70 16.10 17.94 11.3000 84.7500
MCRL 4:00PM 26.90 +1.56 +6.16% 1,483,900 901,454 24.45 23.81 26.96 17.1000 56.0625
IDTI 4:00PM 31.58 +1.83 +6.15% 2,345,100 2,265,272 29.15 27.99 31.70 17.1600 84.6250
ZRAN 3:59PM 28.84 +1.64 +6.03% 1,453,800 780,727 26.39 25.42 29.45 10.8125 53.0625
ISSX 4:00PM 28.35 +1.60 +5.98% 2,263,400 1,621,272 26.16 25.20 28.52 8.3500 102.9375
EMC 4:05PM 13.22 +0.74 +5.93% 32,795,000 20,431,500 12.05 12 13.70 10.0100 100.8750
AMAT 4:00PM 37.43 +2.09 +5.91% 21,214,700 16,193,772 34.91 33.62 37.90 26.5900 59.1000
BARZ 3:58PM 45.42 +2.52 +5.87% 242,100 184,409 42.875 42.61 47 29.9166 61.5000
NVDA 4:01PM 49.31 +2.73 +5.86% 9,622,700 6,952,318 45.50 44.80 50.10 13.7500 50.0000
AXTI 3:59PM 12.39 +0.68 +5.81% 299,900 292,363 10.39 10.39 12.65 9.9000 46.4375
TEK 4:01PM 19.77 +1.06 +5.67% 308,500 523,181 18.61 18.26 19.75 16.7500 40.5000
FLEX 4:00PM 24.68 +1.30 +5.56% 12,680,600 8,054,000 22.70 22.51 24.75 12.3750 41.8750
RATL 4:00PM 15.02 +0.79 +5.55% 3,337,600 3,002,727 13.82 13.60 15.10 7.5100 66.2500
JBL 4:01PM 25.48 +1.34 +5.55% 1,634,300 2,059,954 23.60 23.37 25.48 14.0000 60.0000
MXIM 4:00PM 49.11 +2.46 +5.27% 6,242,500 5,529,363 45.46 44.60 49.35 32.2000 82.2500
MLNM 4:00PM 25.59 +1.27 +5.22% 3,046,200 2,884,090 24.06 23.01 25.60 15.6300 89.8125
NEWP 4:00PM 18.09 +0.89 +5.17% 1,294,400 1,222,818 16.88 16.19 18.10 11.9100 173.0000
AFCI 4:00PM 20.55 +1.00 +5.12% 926,100 2,381,409 19.34 18.45 20.60 11.8750 38.7500
ESIO 4:00PM 24.88 +1.21 +5.11% 245,000 268,590 23.50 23.28 24.9675 19.4200 42.1400
FFIV 3:59PM 15.89 +0.77 +5.09% 299,200 520,727 14.99 14.40 16 3.7500 40.9375
DISH 4:00PM 26.40 +1.25 +4.97% 3,978,700 3,099,272 24.65 24.18 26.74 19.4900 48.0000
WVCM 3:22PM 26.40 +1.25 +4.97% 6,900 3,636 25.90 25.10 26.40 14.5000 87.3750
IDPH 4:00PM 59.86 +2.81 +4.93% 2,771,100 3,367,863 56.49 55.50 60.09 32.6250 77.6451
ERTS 4:01PM 57.55 +2.70 +4.92% 3,297,900 2,980,363 54 53.90 57.63 31.0000 63.7500
QCOM 4:01PM 55.86 +2.62 +4.92% 17,854,600 15,391,000 52.12 50.67 55.97 38.3100 107.8125
MEDI 4:00PM 40.76 +1.91 +4.92% 3,020,300 2,734,681 38.20 37.82 40.77 27.6250 72.6250
EDS 4:03PM 64.99 +2.99 +4.82% 7,759,100 2,864,863 0.00 62.49 64.98 43.7500 67.4000
ALTR 4:01PM 22.10 +1.01 +4.79% 10,501,900 7,665,000 20.30 19.92 22.20 14.6600 42.5000
TXN 4:03PM 31.26 +1.41 +4.72% 10,461,000 10,664,136 29.30 28.61 31.40 20.1000 54.6875
LSCC 4:00PM 19.60 +0.88 +4.70% 1,145,200 1,606,954 18.31 17.84 19.63 14.0400 29.6500
TMPW 4:00PM 36.64 +1.64 +4.69% 1,880,000 2,841,090 34.24 32.67 36.98 25.2100 75.4375
SNWL 4:00PM 14.85 +0.65 +4.58% 1,014,400 780,318 13.98 13 15.30 8.5000 26.8750
NXTL 4:01PM 9.08 +0.39 +4.49% 19,078,600 13,378,454 8.48 8.21 9.16 6.8700 40.6250
ANEN 3:59PM 15.60 +0.67 +4.49% 199,600 293,409 14.45 14.16 16.20 10.0000 77.0000
ADVS 4:00PM 43.70 +1.86 +4.45% 699,600 822,181 41.75 40.42 43.99 28.6000 69.0400
FCEL 4:00PM 15.61 +0.66 +4.41% 478,700 813,909 15 14.661 16.40 10.4800 46.7200
ELNT 3:59PM 35.64 +1.49 +4.36% 1,270,000 545,090 33.20 32.95 36.66 17.5000 123.0000
QLGC 4:01PM 43.56 +1.81 +4.34% 20,729,400 8,896,136 40.32 38.65 43.66 17.2100 130.2500
CTXS 4:00PM 25.76 +1.04 +4.21% 11,281,900 5,290,409 24.27 24.05 25.85 16.8750 37.1875
EMKR 3:59PM 13.14 +0.53 +4.20% 380,400 587,454 12.50 11.77 13.19 7.6700 55.3750
Q 4:01PM 17.51 +0.70 +4.16% 5,776,100 10,295,045 16.81 16.40 17.65 15.0000 50.8125
CLS 4:01PM 39.99 +1.59 +4.14% 3,287,900 2,636,772 36.80 36.80 40.10 20.6900 84.7500
QSFT 3:59PM 17.22 +0.68 +4.11% 1,801,400 1,350,409 16 15.27 17.61 9.7000 61.6250
LWIN 3:59PM 15.975 +0.625 +4.07% 1,302,300 981,409 15.50 15.20 16.16 12.7000 54.0625
QQQ 4:15PM 36.80 +1.42 +4.01% 118,552,200 N/A 34.705 34.23 36.81 27.2000 87.5000
RIMM 4:00PM 18.15 +0.70 +4.01% 2,877,900 3,077,772 17.20 16.69 18.32 13.7000 132.6875
EXAR 4:00PM 23.92 +0.92 +4.00% 775,200 534,545 22.84 22.10 24.55 14.8100 60.1250
HGSI 4:01PM 41.14 +1.58 +3.99% 2,978,100 2,658,181 38.86 37.70 41.19 26.4100 102.8125
DY 3:59PM 13.05 +0.50 +3.98% 265,000 314,818 12.56 12.49 13.05 10.5000 49.3750
DSPG 3:59PM 21.42 +0.82 +3.98% 375,400 259,409 20.60 19.86 21.45 13.5000 34.1250
CMVT 4:00PM 18.27 +0.69 +3.92% 15,046,900 5,636,136 15.98 15.54 18.57 15.0300 124.7500
TLGD 3:59PM 26.86 +1.01 +3.91% 92,100 173,590 25.51 24.85 27.23 15.2500 112.0000
ADTN 3:59PM 24.90 +0.93 +3.88% 134,300 228,636 23.58 23.04 24.90 16.5625 46.9375
LLTC 4:00PM 40.86 +1.51 +3.84% 5,953,200 5,493,681 38.28 37.30 41.20 29.4500 68.0625
INFY 3:58PM 54.10 +1.99 +3.82% 184,400 122,590 50.70 49.05 54.45 30.6000 147.2500
BMC 4:01PM 17.39 +0.63 +3.76% 1,781,800 1,805,909 16.77 16.15 17.44 11.5000 33.0000
MU 4:00PM 23.23 +0.83 +3.71% 6,467,000 7,200,681 22.39 21.75 23.37 16.3900 49.6100
TRMS 3:59PM 37.53 +1.34 +3.70% 138,900 159,500 36.18 35.89 39.29 23.0000 80.0000
NCOG 3:58PM 16.65 +0.59 +3.67% 161,900 367,727 16 15.90 16.75 11.0000 35.5000
DIGL 3:59PM 6.81 +0.23 +3.50% 567,100 1,392,136 6.39 6.17 6.87 4.9000 71.5000
WIND 3:59PM 15.75 +0.52 +3.41% 398,100 624,681 15.10 14.94 15.81 9.7100 47.6250
EBAY 4:01PM 59.13 +1.95 +3.41% 9,956,300 7,951,590 55.60 54.791 59.31 26.7500 71.2990
NSM 4:02PM 28.84 +0.94 +3.37% 2,151,700 2,513,954 27.05 26.60 28.94 17.1250 37.5000
ANDW 3:59PM 18.47 +0.60 +3.36% 726,600 826,454 17.93 17.52 18.70 13.1875 27.5000
SNDK 4:00PM 12.30 +0.38 +3.19% 994,400 915,772 11.27 11.16 12.35 8.6100 70.0000
VICR 3:59PM 16.90 +0.51 +3.11% 80,000 96,454 16.32 16.0626 16.95 12.1600 54.7500
AMD 4:00PM 10.25 +0.30 +3.02% 3,780,400 6,075,727 9.68 9.38 10.30 7.6900 34.6500
CSCO 4:00PM 17.74 +0.51 +2.96% 88,671,800 69,256,224 16.88 16.38 17.80 11.0400 57.7500
SMMX 3:59PM 18.11 +0.52 +2.96% 122,600 123,409 17.94 17.44 18.11 11.6600 50.4375
BEAS 4:00PM 14.10 +0.39 +2.84% 15,442,000 13,414,363 13.40 12.90 14.16 8.9400 89.5000
TLRK 3:59PM 21.80 +0.60 +2.83% 74,700 144,909 21.71 20.85 21.85 15.9500 35.1250
MERQ 4:01PM 27.33 +0.75 +2.82% 4,800,100 3,943,909 25.99 24.60 27.80 18.0000 140.3750
SLAB 4:00PM 24.07 +0.65 +2.78% 2,474,800 309,181 21.99 21.01 25.10 10.1250 39.8750
GSPN 4:01PM 10.38 +0.28 +2.77% 2,664,600 1,857,181 9.89 9.56 10.49 7.9000 106.3750
INTU 4:01PM 42.97 +1.15 +2.75% 4,274,300 2,942,863 41.37 40.08 43.45 22.6250 69.3125
SYMC 4:00PM 59.25 +1.54 +2.67% 3,059,100 2,377,454 57.09 56.13 60.03 27.3750 73.5000
MANU 3:59PM 6.66 +0.17 +2.62% 989,800 2,684,181 6.35 6.22 6.83 4.9400 66.0625
ULCM 3:59PM 8.24 +0.21 +2.62% 148,900 451,227 7.92 7.70 8.40 5.9000 54.2500
YHOO 4:01PM 12.25 +0.30 +2.51% 10,427,000 8,221,136 11.47 11.17 12.32 8.0200 70.6250
RETK 4:00PM 19 +0.46 +2.48% 910,500 1,118,727 18.45 17.26 19.21 11.4500 48.0000
INTC 4:01PM 26.10 +0.62 +2.43% 56,328,100 47,299,544 25 24.31 26.22 18.9600 47.8750
DPMI 3:59PM 35.95 +0.85 +2.42% 299,800 319,500 34.70 34.20 36.25 22.6000 88.8125
VECO 4:00PM 28.65 +0.65 +2.32% 537,100 405,863 27.28 26.76 29 19.9000 89.5000
DGIN 3:59PM 12.30 +0.25 +2.07% 205,600 242,500 12.13 11.51 12.20 6.9375 25.5000
AMGN 4:01PM 58.25 +1.17 +2.05% 15,003,600 7,779,454 56.78 56.26 58.48 45.4375 75.0625
MSFT 4:00PM 62.56 +1.24 +2.02% 37,662,300 33,975,592 60.61 59.57 62.60 40.2500 76.1500
BGEN 4:01PM 57 +1.08 +1.93% 2,089,100 3,011,409 55.62 55.03 57.011 48.2900 75.0000
IBM 4:01PM 110.66 +2.09 +1.93% 9,683,700 8,338,090 108.05 106.75 110.70 80.0625 119.9000
ASML 4:01PM 15.30 +0.27 +1.80% 4,539,100 2,891,454 14.58 14.29 15.35 9.5100 30.6250
CY 4:02PM 20.35 +0.35 +1.75% 2,504,900 1,750,772 19.58 19.00 20.43 13.7200 42.5625
EXTR 4:00PM 13.40 +0.23 +1.75% 8,151,300 5,756,590 12.10 11.82 14 5.8500 105.2500
MANH 3:59PM 29.40 +0.50 +1.73% 482,200 429,545 28.88 28.52 29.68 10.1250 75.2500
AMZN 4:01PM 7.77 +0.13 +1.70% 9,283,700 6,566,090 7.39 7.15 7.78 5.5100 40.8750
ONIS 4:00PM 5.70 +0.08 +1.42% 7,643,100 5,637,136 5.30 5.07 5.979 3.5000 82.5000
IONA 3:58PM 13 +0.18 +1.40% 182,000 330,136 12.70 11.92 12.93 6.9000 77.2500
HIFN 3:57PM 14.55 +0.20 +1.39% 128,700 113,772 14.06 13.75 14.55 7.9000 68.4375
BOBJ 4:00PM 29.17 +0.40 +1.39% 876,300 573,000 27.88 27.31 29.23 17.0000 56.6667
TPC 4:01PM 33.13 +0.43 +1.31% 89,500 221,363 32.75 32.75 33.22 26.5625 52.7500
SFA 4:03PM 23.70 +0.30 +1.28% 1,402,900 2,389,500 22.90 22.26 23.75 15.7500 71.8750
OPWV 4:00PM 9.51 +0.12 +1.28% 10,490,900 7,416,545 9.03 8.75 9.58 6.5000 111.8750
COHR 4:00PM 30.47 +0.38 +1.26% 75,100 158,863 29.39 29.03 31.72 25.0000 53.7500
PCS 4:03PM 24.40 +0.30 +1.24% 8,085,700 10,285,363 23.98 23.49 24.55 15.7200 39.1875
AOL 4:00PM 32.48 +0.38 +1.18% 14,841,700 16,713,454 31.25 31.04 32.57 27.4000 58.5100
RMBS 3:59PM 9.45 +0.10 +1.07% 2,205,900 3,036,272 9.10 8.90 9.60 4.8600 72.8750
VSAT 4:00PM 18.25 +0.19 +1.05% 163,800 151,500 18.05 17.25 18.57 9.3750 23.8800
CSGS 3:59PM 38.66 +0.33 +0.86% 526,800 485,500 37.95 37.6819 39.96 35.0156 64.7000
SDS 4:02PM 25.90 +0.22 +0.86% 948,500 2,010,681 25.50 25.14 25.99 20.0000 32.4900
TDS 4:01PM 92.40 +0.65 +0.71% 69,300 169,545 91.65 90.85 92.40 80.6000 111.2500
HWP 4:01PM 18.14 +0.12 +0.67% 8,988,400 9,188,818 17.80 17.48 18.19 12.5000 49.9063
AGIL 4:00PM 10.62 +0.07 +0.66% 363,400 906,227 10.42 10.02 10.75 7.0500 88.2500
ESPD 3:59PM 5.40 +0.03 +0.56% 727,500 308,863 5.11 4.60 5.45 5.0100 34.7500
CA 4:00PM 32.33 +0.15 +0.47% 2,177,000 2,097,090 31.65 31.20 32.55 18.1250 39.0300
SONS 3:59PM 4.34 +0.02 +0.46% 4,035,000 6,753,818 4.01 4.01 4.38 2.2600 49.0000
SNPS 3:59PM 49.03 +0.13 +0.27% 782,500 1,175,272 48.75 47.70 49.34 31.5000 63.0100
SAP 4:03PM 27.00 +0.07 +0.26% 1,171,700 911,090 25.75 25.00 27.00 21.3100 53.1250
SILI 3:58PM 24.739 +0.049 +0.20% 4,600 28,909 24.75 24.16 24.75 16.9375 46.8750
ALA 4:01PM 15.40 +0.03 +0.20% 1,738,700 1,306,181 14.60 14.59 15.50 10.5300 68.3125
PKI 4:04PM 27.30 +0.05 +0.18% 886,500 739,954 27.25 26.96 27.74 21.2750 60.5000
TUNE 3:59PM 19.20 +0.03 +0.16% 1,028,100 669,409 18.65 17.92 19.24 4.3100 51.7500
STM 4:04PM 29.93 +0.03 +0.10% 3,140,400 1,651,181 28.76 28.40 29.92 17.8900 52.3750
EXFO 3:59PM 12.08 +0.01 +0.08% 175,700 173,727 12 11.40 12.42 7.0000 51.5000
SEPR 4:00PM 48.52 -0.06 -0.12% 867,000 905,272 48.67 47.25 49.90 23.4500 89.5000
JKHY 3:59PM 25.18 -0.06 -0.24% 317,900 458,363 24.80 24.50 25.66 18.5625 33.2400
GMST 4:01PM 22.39 -0.06 -0.27% 5,993,400 4,223,681 21.84 21.01 22.52 16.0500 75.1250
A 4:01PM 24.13 -0.09 -0.37% 1,724,300 1,716,681 23.50 22.30 24.12 18.0000 68.0000
UTSI 3:59PM 22.39 -0.12 -0.53% 1,387,400 942,227 22.48 21.39 22.49 12.3125 28.0000
HNCS 4:00PM 19.10 -0.12 -0.62% 892,600 514,363 19.15 18.27 19.30 14.0000 35.3750
OPNT 3:51PM 9.25 -0.06 -0.64% 12,000 127,772 9.30 9.11 9.35 4.7500 45.1250
NTIQ 4:00PM 28.19 -0.22 -0.77% 980,900 1,218,727 27.99 27.14 28.65 13.5000 111.5000
EMLX 4:00PM 26.08 -0.21 -0.80% 13,028,300 5,816,454 25.21 23.62 26.82 8.4000 109.7500
TKLC 4:00PM 19.93 -0.20 -0.99% 454,400 535,318 19.69 19.05 20.53 11.5000 40.5000
WCOM 4:01PM 12.31 -0.14 -1.12% 45,296,100 23,972,408 12.57 12.02 12.75 11.5000 28.8750
PIXR 3:59PM 38.82 -0.46 -1.17% 222,000 229,409 38.86 37.85 39.50 25.6250 46.4900
WEBM 3:59PM 9.59 -0.13 -1.34% 600,700 1,175,454 8.82 8.82 9.63 6.1300 103.2500
ADBE 4:00PM 33.03 -0.52 -1.55% 6,981,600 3,999,136 32.62 31.551 33.72 22.2000 87.3125
ADSK 4:00PM 36.64 -0.61 -1.64% 555,500 649,227 36.69 35.79 36.99 20.0000 40.3750
PLUG 4:00PM 7.53 -0.13 -1.70% 334,300 410,772 7.40 7.19 7.62 6.0100 38.0000
NOK 4:00PM 21.71 -0.38 -1.72% 16,134,000 13,064,454 20.70 20.40 21.74 12.7000 53.7500
CTSH 3:59PM 27.51 -0.49 -1.75% 60,300 124,954 27.70 26.81 27.95 17.7000 53.7500
SEIC 4:00PM 32.96 -0.68 -2.02% 603,300 612,954 33.76 31.51 33.76 26.2500 62.8438
MOT 4:05PM 17.28 -0.37 -2.10% 20,449,000 10,463,090 17.00 16.81 17.46 10.5000 26.2500
JNPR 4:01PM 26.38 -0.63 -2.33% 43,343,800 16,272,454 25.17 24.43 26.60 8.9000 236.7500
BRCD 4:00PM 26.38 -0.72 -2.66% 42,291,800 14,376,000 25 23.05 26.50 12.6000 133.7188
LEON 3:56PM 19.10 -0.58 -2.95% 24,800 15,045 18.785 17.85 19.10 6.7900 92.3750
LSI 4:05PM 17.98 -0.70 -3.75% 12,230,800 4,198,272 0.00 16.91 17.98 9.7800 33.0000
HOMS 4:00PM 6.25 -0.25 -3.85% 1,861,100 2,509,863 5.89 5.62 6.45 4.2700 43.0000
NNDS 4:00PM 25.93 -1.12 -4.14% 51,100 47,545 26 25.88 26.01 17.3000 80.0000
CPKI 4:00PM 17.80 -0.86 -4.61% 240,100 228,681 17.92 17.45 18.97 14.2100 35.1250
ORCL 4:00PM 13.95 -0.71 -4.84% 82,909,104 41,138,364 14 13.26 14.10 10.1600 36.6250
NETE 4:00PM 13 -0.74 -5.39% 2,824,500 1,476,590 13.01 12.68 13.30 7.9000 80.8750
PHTN 4:00PM 28 -1.94 -6.48% 914,100 283,227 28.73 27.67 30.53 16.6875 44.0000
MUSE 4:00PM 11.07 -1.07 -8.81% 11,351,900 3,265,772 10.89 9.95 11.49 5.3000 108.3750
APCS 4:00PM 15.40 -1.65 -9.68% 1,634,400 595,409 16.84 15.30 16.90 6.1250 20.0000
HLIT 4:01PM 7.80 -3.90 -33.33% 19,850,400 1,804,363 7.15 7.01 8.01 2.7500 19.3750



To: Clint E. who wrote (34888)10/26/2001 9:40:53 AM
From: j g cordes  Read Replies (1) | Respond to of 68389
 
The economy is slower, that's a fact. The central bank efforts to keep the machinery lubricated with added liquidity is helping, though its obvious much of it is not getting into the industries that need it most. Among those are transportation and tech. The liquidity is finding its way into equities, probably through re-mortgages in the public sector, and lowered cost of risk allowing professionals to increase exposure. It became an accepted fact during the Clinton years that an economy can run without inflation at lower rates of unemployment than traditionally believed. Indeed, spending the previous decade's returns from paying down Federal debt and government free cash flow became the central issue of the last election. The current administration is dedicated to keeping the economic engine at high revs.. if possible.

Yet the econoomy is slowing.. the tech bubble, WTC, and what some feel was an economy already going into a down cycle is going to work its way through all industries. Housing, construction, industrial output, financials, bio, drugs.. they're all going to march down the same path before walking up the next hill. The techs went down furthest which is why they've had the best "bounce." The "turn-around" you refer to is a technical gambit on the charts.. stocks running up to but not exceeding resistance. The "visibility" that evreyone is looking for has bottomed at system maintenence, new enterprize initiatives are being taken on only if their advantages are obvious and don't tax precious revenue streams. Its believed by many the length of a down turn has some relation to the length of the previous up cycle. If that's true then we've got considerably more downside time.. with bursts of enthusiasm.

The large field understanding in my opinion is that all this new liquitiy will be shifting quickly looking for safe harbors, and fleeing just as easily.. VRSN is an example, its been considered a perfect hedge based on increased security needs, yet its off 14% in pre open. The defense sector, oils, consumer, bio-terror plays.. are all being artificially supported by liquidity. Normally liquidity leads to inflation, but I doubt it will happen until the economic cycle really turns and terrorism is psychologically and militarily and politically digested. Rising interest rates, commodity prices, and new orders will lead the way out.. tech will pop, financials will drop, housing will inflate until rising mortgage rates cut off new buyers.

Bottom line, choppy trading within technical bounds.. liquidity is a slippery sidewalk.

I also haven't been trading.. just trying to get work done. I'm wondering how private funding for startups is going?

Jim