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Strategies & Market Trends : Trading with Jerry Olson(OJ) -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (1079)	6/16/2003 11:39:23 AM
From: 2MAR$	Read Replies (1) \| Respond to of 1617

what's hard to figure in here is the strength I see on ISLD for NVLS and KLAC ...MXIM is in sorry shape compared to these others ... I have learned to trust this indicator alot , and as long as I se this buy/sell ratio leaning so far over to the buy side on those two would be cautious to short in here , but look for them a little higher up. NVLS is leaning 2-1 (buy /sell)in here still. And here goes INTC popping for more off $21.75 ...hmmmm (patience is a virtue , hehe) When people were shorting EXPE for instance at $40 after the split I was wincing for them , for ISLD was completly stacked ...just totally stacked to the buy side as EBAY was too.

To: Jerry Olson who wrote (1079)	6/18/2003 12:20:56 PM
From: 2MAR$	Read Replies (1) \| Respond to of 1617

So Abbey Joe is loading up on the semi's on "da" dips ...she would't dump on us , would she ?;-) I was seeing too much strength in those birds to feel comfortable shorting them before. Goldman Sachs comments on Semi Equip Book-to-Bill May book-to-bill of 0.89 was below the Goldman Sachs 0.91 estimate and slightly above the Street estimate of 0.88. Following the report, Goldman Sachs is reiterating its Attractive coverage view on group and believes that 6-9 month investors should be overweight the group due to increasing signs of cyclical growth beginning in Q3 and still reasonable valuations as per firm's normalized free cash flow based analysis. "normalized cash-flow basis" "? ah the poetry of finance ... someday give a class in how to filter that OJ hehe