The Black Box

[mjk]

well I certainly like the semi's but yeah they haven't been strong yet...some obvious targets to look for if the comp moves to ~3000, then to ~4000...

http://stockcharts.com/def/servlet/SC.web?c=$SOX,uu[r,a]maclyyay[d19990114,20061231][pd20,2!c100!b10...

and same thing here, lagged but will catch up some IMO...this thing's on its way back to the jan 04 highs later this year, much higher next year

http://stockcharts.com/def/servlet/SC.web?c=$NWX,uu[e,a]waclyyay[df][pc200!c50!d20,2!b200!b50!a255!f...

both should do well...guess we've gotta pick the right ones in each group though...I like pmcs and brcm right now after good earnings and these pullbacks. ntap continues to do well in the storage space. I still like all the small fo's on wahz's list...they'll probably lead the final leg like they did in 99.