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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: John Vosilla who wrote (57559)	7/12/2006 10:50:28 AM
From: Broken_Clock	Read Replies (1) \| Respond to of 306849

I know nada about tech. I can tell you Dell bought two resorts here in W. Hawaii this past couple of months....Hualalai Resort adjacent to his home and another at Mauna Lani. He outbid multiple buyers.

To: John Vosilla who wrote (57559)	7/12/2006 11:04:46 AM
From: Les H	Respond to of 306849

Chart one of the semiconductor indexes and overlay the price with the US dollar in the background. Declining dollar is bad for importers and just-in-time overseas manufacturers (cost of good rising between the time the order is confirmed and when it's shipped).

To: John Vosilla who wrote (57559)	7/12/2006 11:40:22 AM
From: renovator	Read Replies (1) \| Respond to of 306849

Fred Hickey is very dark on tech, especially semi's at this time. I just finished his recent newsletter which is looking to reestablish many short positions on a variety of techs. I have put on QQQQ Sept 38 puts as a way to have exposure to the weakness. July 19 will be huge as many of the important tech stocks report that day--Intel, Apple, CDW, Motorola, Lam Research, Qualcomm, etc. Vast excess inventory is the heart of the problem for most of tech. His monthly letter, The High-Tech Strategist is totally worth the $120 annual subscription, IMHO. He has been very good(negative) on the homebuilders for months as part of his overall view.