Go to Jeff Salisbury LWGate Home Page.From: Eric Jaenike <ericjaenike@yahoo.com>
Subject: [CANSLIM] M data point
Date: Thu, 23 May 2002 08:59:48 -0700 (PDT)
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- --0-1050780367-1022169588=:78825 Content-Type: text/plain; charset=us-ascii Wanted to highlight a data point that didn't get much press. The Tech Data (TECD) call a couple of days ago stunk up the joint. TECD is one of the largest distributors of tech hardware, systems, and software. They stated they saw "no identifiable pattern" to suggest business is picking up, and saw inventory build and software sales slow down. The last Ingram Micro (IM) call (February) was similar. IM reports again on 4/25. I will be watching that one closely. These are good early tells on the state of tech. I will be listening for other tells on the state of tech (ex. DRAM spot prices, in the low $2 range, see chart below. The DXI is an amalgamation of selected DRAMs which act as a benchmark for measuring the performance of the DRAM industry. http://www.dramexchange.com/default.asp), which I believe to be very weak. Assuming that tech is weak, you can anticipate a market response as we approach earnings season. I would also keep an eye on potential high profile bankruptcies (WCOM etc). - --------------------------------- Do You Yahoo!? LAUNCH - Your Yahoo! Music Experience - --0-1050780367-1022169588=:78825 Content-Type: text/html; charset=us-ascii <P>Wanted to highlight a data point that didn't get much press. The Tech Data (TECD) call a couple of days ago stunk up the joint. TECD is one of the largest distributors of tech hardware, systems, and software. They stated they saw "no identifiable pattern" to suggest business is picking up, and saw inventory build and software sales slow down. The last Ingram Micro (IM) call (February) was similar. IM reports again on 4/25. I will be watching that one closely.</P> <P>These are good early tells on the state of tech. I will be listening for other tells on the state of tech (ex. DRAM spot prices, in the low $2 range, see chart below. The DXI is an amalgamation of selected DRAMs which act as a benchmark for measuring the performance of the DRAM industry. <A href="http://www.dramexchange.com/default.asp">http://www.dramexchange.com/default.asp</A>), which I believe to be very weak. Assuming that tech is weak, you can anticipate a market response as we approach earnings season. I would also keep an eye on potential high profile bankruptcies (WCOM etc).</P> <P><IMG height=459 src="http://www.dramexchange.com/Img/index_1.gif" width=491> </P> <P> </P><p><br><hr size=1><b>Do You Yahoo!?</b><br> <a href="http://rd.yahoo.com/welcome/*http://launch.yahoo.com">LAUNCH</a> - Your Yahoo! Music Experience - --0-1050780367-1022169588=:78825-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email.
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