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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (17821)	12/6/2004 6:55:59 PM
From: patron_anejo_por_favor	Respond to of 116555

<<The most ominous signal from this release as it applies to consumer electronics in general is in video (TV's, DVD's etc) which accounts for 43% of CC sales. The working assumption in consumer electronics is that the consumer rotating into hi-def televisions will be a boon for the industry. Higher ticket items, presumably higher margins and a bonanza of related accessories; this migration is the seen as the land of milk and honey for CE retailers.>> This is the current M.O. of all consumer electronic retailers. If HD/Plasma/LCD TV sales are below expectations, they'll ALL smell the glove. Best plays are BBY and CCIMO..... BTW, BBY just put in a nifty double top: stockcharts.com[h,a]waclyyay[pb50!b200!f][vc60][iUb14!Li14,3]&pref=G