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

To: yard_man who wrote (17554)	7/22/2003 3:44:55 PM
From: Lizzie Tudor	Respond to of 19219

if you are talking about the b2b that semicon puts out, then I agree, nothing there yet really. But that is assuming the semiconductor equipment sector leads this upswing, which I doubt this time, because the 300mm capex cycle happened in 2002 in the middle of the depression for everybody else. So no new capital equipment to build PCs anyway. Silicon Valley is improving slowly in some areas, Cisco pipeline is better, etc.

To: yard_man who wrote (17554)	7/22/2003 3:54:53 PM
From: dvdw©	Respond to of 19219

The overall B 2 B may not show the underlying rotation of the bookings within the new leadership. Particular stocks are showing the rotation, and have the bookings to back this up. Problem with most people is the ratios are used as absolutes when what they are is indicators, in order to know where the trend is going one has to get beyond the forest and look at the trees. The sapplings are growing and the setup is still in place, many Shorts remain uncovered in some very high risk places, there has been no punative backlash what so ever against wrong headedness, nor has there been any recognition in the TA community to account for the affects of the greater short open interest, this comes through loud and clear that Shorting aint selling, its obfuscating. Its a different Intent; and cannot be counted as an underlying cause for a change in trend, shorts can by using a backdrop of an index or ratio paint any picture they desire, but nowhere in any TA are their own effects measured live, and that is a HUGE problem.If you can show me TA on money flow that accounts for the effects of Short selling I'll be happy to consider an alternate point of view. Shorting is a material part of a comprehensive supply demand equation, yet mysteriously, you Never see it measured within the context of the data. Its pure sophistry to believe that Shorting is Selling, its not, any systems that fails to account for it separately is a broken system and is providing misleading outputs.