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Strategies & Market Trends : MARKET INDEX TECHNICAL ANALYSIS - MITA -- Ignore unavailable to you. Want to Upgrade?


To: nsumir81 who wrote (12300)5/14/2002 4:46:32 PM
From: dvdw©  Read Replies (3) | Respond to of 19219
 
If you like technology and you'd like two stocks who have never acted like tech stocks but are each under the weight of a MM price suppression program, link these two SNIC and ESST. In the mid term it will become apparent that SNIC will be behind virtually all the DVD +R Recordable momentum which by Christmas 2002 will make everyone forget all about CDR and Napster. ESST and SNIC provide the critical components for the system and their use. SNIC has signed every important company to OEM license deals, including MS and ADBE, While ESST makes the chips which will be part of everyones DVD and Burners.

Neither of these companies have, despite turning in stellar earnings, been given an ounce of respect by the trade. Certainly it's not because of their financial performance, but because the Trade hasn't quite got hold of enough shares to benefit themselves from the above market performance each company is providing.Traders should take the 100 shares of AMAT and redeploy that cash to approximately 500 units of SNIC, in this way you will get far more Juice in the immediate term, and build some wealth at the same time.

As an investor in Technology, these for me are in a locked box. Private DVD Authoring is expected to produce more independent Content between now and 2004 to dwarf the movie industries entire production since the 1950's.

Few understand what this means just yet, but a few of the new ways of using DVD might be to record your Quarterly conference calls right off the net, including graphics and video right to a DVD. There will be thousands of amature producers making content, directly as a result of the authoring software which includes all the functionality of very expensive production systems. This whole market is akin to desktop publishing when the MAC first came on the scene, it is a killer app about to meet you head on.

Stalk the Bear; Put some in a drawer and fuggitaboutit.

Both of these companies hold prominent positions in the the Supply Imbalance portfolio.

Scarcity in the face of unstoppable market momentum = the big bang.