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


To: Tiley who wrote (17785)9/17/1998 7:58:00 PM
From: fedhead  Read Replies (1) | Respond to of 70825
 
I would go with INTC in semis, CSCO, ASND in the networkers, YHOO,AOL
and maybe AMZN in the inets, MSFT in software , DELL in the PCs. Some of the regional banks which do not have international exposure could also be looked at.

Anindo



To: Tiley who wrote (17785)9/21/1998 6:08:00 AM
From: Clint E.  Respond to of 70825
 
Hello Manish.

That comment of mine had to do with what to buy when stocks are down, meaning not to go off and buy afci, prms, lrcx, .... hoping for rebound.

I still like some of telecom, software, internet, and a few semi stocks.

One hot technology is Fiber Channel and its application to data storage systems. EMC & SLR make the disks, QLGC make the chips, and CPQ, DELL, SUNW sell the disk arrays.

It is encouraging to see that tech. stocks held up well last week during Montgomery Conference.

Clint



To: Tiley who wrote (17785)9/21/1998 6:32:00 AM
From: Clint E.  Respond to of 70825
 
.......and forgot to say that LGTO provides enterprise storage management sw for such "hot" disk arrays....



To: Tiley who wrote (17785)9/21/1998 3:57:00 PM
From: Clint E.  Respond to of 70825
 
Manish, today is an example of financial suicide that I was talking about. Those who were looking to see DOW falling back to 7.4K and shorted stocks this morning, ended up fueling this market higher.

Good spike in BGEN.

Clint