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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (15159)	1/26/1998 7:29:00 PM
From: Clint E.	Read Replies (1) \| Respond to of 68241

Hello Harry. I've been busy & didn't get a chance to collect my thoughts on telecom-equip group. Don't want to give you something you already know or mentioned... Seasonal slowdown in Q1 & NAZ softness should keep this group in check for a while. I am/have been short TLAB, MXIM, CSCO, LSCC, CA, DELL(getting my b*** kicked with this one..the only healthy stock that I know...too many damn money managers keep talking about liking the stock...that's all...they don't throw any fresh money after it...they just say they like it and MMs listen!!!).... but would probably cover by Wed/Thurs..... When I get a chance we'll talk about the build out of data networks which should help this group by next year. Clint