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Industry Calls Archives: Computer - October 2000
Computers
Friday, October 20 - Monday, October 23, 2000:  As of Friday, we've started picking up more bearish signals across the board. As such, we will soon be expecting a retreat in the semiconductor and computer sectors (which are up just under 30% and 20%, respectively). 
THIS IS NOT EXPECTED TO BE A LONG TERM CORRECTION. We are looking for a return to levels close to, but not necessarily reaching, lows of the last 2 weeks, but we expect that the next upmove will be prolonged, at least amongst the semiconductors (we're not quite as certain about whether the computer sector will rebound as quickly). 

Thursday, October 12, 2000:  Continued strong basing signs, with more executables as well. More conservative investors will wait until we get a buy on the overall market to get back into this sector, but there appears to be relatively little downside left.

Wednesday, October 11, 2000:  This sector putting just a little more strength into the bottom that it's forming. The sector as a whole is down about 30% in the last 5 weeks. With bullish signals on 7 of 8 stocks in the last 3 days, we're looking for the sector to start moving up relatively shortly, probably within the next several days to week and a half, and there's probably no more than 5% (on the sector, and 10% on individual stocks) further downside left.Tuesday,

October 10, 2000:  Starting to get some signals of basing. Can look to get in soon.

 

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