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Trading Reference Links
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Wireless biggies - NOK, ERICY, MOT, PCS, VOD
Wireless chip/software providers - PMCS, RFMD, TXCC, TQNT, AMCC, QCOM
(getting hammered bad), and for a web wireless play, INSP.
Personally, I think the biotech genomics and drug discovery companies are
going to catch fire again also. There are many diseases out there and
everytime one of the companies makes an announcement that they discovered a
"potential" treatment that might yield results in 5 or more years, the whole
group moves. It's free publicity. Certainly not the soundest way to trade
but if they start moving again, I plan to be on them. Some of these
companies that have the best chance are the ones that provide the tools for
everyone else: PDLI, HGSI, CRA, AFFX, PEB.
Even if they do start moving, I don't expect it to be like it was for the
last 6 months.
Kent
-----Original Message-----
From: John Corrion <corrion@xxxxxxxx>
To: <realtraders@xxxxxxxxxxxxxxx> RealTraders Discussion Group
<realtraders@xxxxxxxxxxxxxxx>; AIQ-Trading@xxxxxxxxxxx
<AIQ-Trading@xxxxxxxxxxx>
Date: Friday, May 26, 2000 9:56 PM
Subject: [RT] Sector Rotation
Hi Guys,
Anybody having any success determining the sectors that
may be up in the next rally? I have heard that
Fidelity is concentrating on wireless companies, is
there a list of these companies?
Everything I see basing tends to be defensive and not
prone to great price appreciation.
Thanks,
John
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