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

To: Suresh who wrote (36124)	2/8/2002 3:47:26 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68426

Hi Suresh, >>:23 ET DELL Dell Computer: may have weak first half of >>2002 (25.55 -0.65) Merrill Lynch believes that the >>consumer sales strength expected for Q4 will not carry >>over into Q1, and that there is risk in the PC sector in >>1H02; sees a high likelihood that the co will forecast >>sequentially down revs for Q1 (confirming Street >>consensus of seq rev decline) when it reports on Feb 14; >>firm is comfortable with Q1 est of $0.16 and maintains >>Strong Buy rating. I agree that we don't get a sustained up turn with out a recovery in the PC segment. Given that 50 percent of all semiconductor on a dollar value basis produced the last few years went into PC that is the only logical scenario. Any idea what the current numbers are? I used to be able to get that data off the Hambrecht and Quist website, but they are now restricted to their clients only. How did you make out on TYC? Did you stop out and re-enter or did you hold on to it? It is a tough market to trade unless you are only hold for a few minutes and 1 or 2 points. We are within spitting distance of 1743. I think the sooner we get that test over with the sooner traders calm down. The strength in the semi equipment companies has been surprising to me. It is a good indication that some traders have not given up hope quite just yet. We may need another complete wash out, before we get another sustained rally.