From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #2734 Reply-To: canslim Sender: owner-canslim-digest@lists.xmission.com Errors-To: owner-canslim-digest@lists.xmission.com Precedence: bulk Content-Transfer-Encoding: quoted-printable X-No-Archive: yes canslim-digest Tuesday, August 6 2002 Volume 02 : Number 2734 In this issue: RE: [CANSLIM] Identifying NEW leaders Re: [CANSLIM] Identifying NEW leaders RE: [CANSLIM] Identifying NEW leaders RE: [CANSLIM] Identifying NEW leaders RE: [CANSLIM] Identifying NEW leaders Re: [CANSLIM] Identifying NEW leaders Re: [CANSLIM] Identifying NEW leaders ---------------------------------------------------------------------- Date: Tue, 6 Aug 2002 10:25:24 -0700 (PDT) From: Fanus Subject: RE: [CANSLIM] Identifying NEW leaders Rocky You are comparing a chip (Xion, Titanium) with an operating system (Unix). This is comparing apples with oranges. You have to compare operating system with operating system in this case it would be Unix with NT/2000/XP. And there is still no comparison between the two. I am in the IT outsourcing/consulting industry and only the smaller comapies will use a Microsoft setup. The bigger companies which require absolute reliablitly still go for the bigger Unix platforms. Our customers on Microsoft platforms still have to reboot their servers once a week, where a Unix system run for months without requiring a reboot. Maybe the initial cost for a dell server is cheaper, but if a 24x7 company lose thousounds of dollars each time the server go down, then the cost is made up pretty quickly by the more initially expensive server. The Xion and Titanium chipsets might be gaining some ground, but they are still hampered by the Window OS. Of course Linux on them could make them more reliable and more cost effective. In the long run, I just don't see customers who have already spent millions of dollars on stable environments, switch over to a less reliable platform. I think Unix will stay around for a long time. After all, I wouldn't be surprised if people were saying 20 years back that mainframes is history too and yet we have several customers still running on mainframes. Ken to answer you question (assuming you are reading this), I don't think AMD will overtake Intel. They will just settle in a comfortable number 2 spot. And with regard to new leaders, I just don't see any which jump out to me currently. - - Fanus - --- Rocky Sanghvi wrote: > Kent, > > Excellent question. I was recently speaking to a > buddy of mine who is a > guru in Operating systems and Databases. He is of > the opinion that with the > new Xion and Titanium chips - Unix is history! > Atleast the expensive > flavors of Unix are. Linux may stick around because > its open source. > > These new chips are so incredibly fast and cheap > that one of my clients > recently invested in a 100K Dell server getting all > the power, speed and > convenience of a million dollar Sun box. One of our > employees is a die-hard > Unix fan and his words were "Man this is a sweet > machine" > > What does that mean for the next 5-10 years. I > forsee tremendous > consolidation in the Computer / Server space. Money > can be made by > spreading your bets on the path of change. > Thoughts? > > Rocky > > -----Original Message----- > From: owner-canslim@lists.xmission.com > [mailto:owner-canslim@lists.xmission.com]On Behalf > Of Kent Norman > Sent: Tuesday, August 06, 2002 12:03 AM > To: canslim@lists.xmission.com > Subject: Re: [CANSLIM] Identifying NEW leaders > > > Since we should be on the watch for new leadership > next time around, > what does the group think of AMDs chances of > overtaking Intel? > > What other candidates do you hope/see coming up (not > necessarily in > chips). > > thanks > Kent Norman > > ===== > Opportunities always look bigger going than coming. > > __________________________________________________ > Do You Yahoo!? > Yahoo! Health - Feel better, live better > http://health.yahoo.com > > - > -To subscribe/unsubscribe, email > "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your > email. > > > > - > -To subscribe/unsubscribe, email > "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. __________________________________________________ Do You Yahoo!? Yahoo! Health - Feel better, live better http://health.yahoo.com - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 6 Aug 2002 16:14:16 EDT From: Chazmoore@aol.com Subject: Re: [CANSLIM] Identifying NEW leaders - --part1_6e.20a82531.2a818818_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit Rocky/Fanus: Can I jump in on this subject? I have no background in the technology field and all of my chips come out of a plastic bag, but more to the point I think the question is where will new market leadership come from? The other day when WON was interviewed by K&K, he suggested it may come from the consumer group. My first reaction was negative. I can't see Ladies handbags, blue jeans, and hot dogs leading the market out of this mess. However, after talking to friends in the manufacturing business, WON may be right. Most business leaders are in a state of shell shock. They question the people that work for them, they question the government that regulates them, and they are afraid of the stockholders who pay them. With this kind of pressure who will be the first the expand production or build that new plant. On the other hand consumers really aren't that bad off no matter how much they complain. Even with 6% unemployment, 94% have jobs, are buying new homes and new cars and are even taking a vacation this year. After thinking about it I have to agree that new leaders will come from consumers. After all they represent 2/3rd of the economy. I don't think this necessarily means retail merchants will be our leaders, it may be technology products designed for consumers. I think we will know before the end of the year. Charley - --part1_6e.20a82531.2a818818_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit Rocky/Fanus: Can I jump in on this subject?
I have no background in the technology field and all of my chips come out of a plastic bag, but more to the point I think the question is where will new market leadership come from?
The other day when WON was interviewed by K&K, he suggested it may come from the consumer group. My first reaction was negative. I can't see Ladies handbags, blue jeans, and hot dogs leading the market out of this mess. However, after talking to friends in the manufacturing business, WON may be right. Most business leaders are in a state of shell shock. They question the people that work for them, they question the government that regulates them, and they are afraid of the stockholders who pay them. With this kind of pressure who will be the first the expand production or build that new plant. On the other hand consumers really aren't that bad off no matter how much they complain. Even with 6% unemployment, 94% have jobs, are buying new homes and new cars and are even taking a vacation this year.
After thinking about it I have to agree that new leaders will come from consumers. After all they represent 2/3rd of the economy. I don't think this necessarily means retail merchants will be our leaders, it may be technology products designed for consumers.
I think we will know before the end of the year.   Charley - --part1_6e.20a82531.2a818818_boundary-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 6 Aug 2002 16:43:17 -0400 From: "Rocky Sanghvi" Subject: RE: [CANSLIM] Identifying NEW leaders Fanus and others, Your responses are truly intelligent and appreciated. I was not trying to compare chips to OS. I was referring to the fact that there are some pretty impressive and cheap machines being churned out. Yeah maybe the mainframes are still around but are they a growth industry? The midmarket customers will be sorely tempted to buy these lower-end (yes Microsoft/Linux OS based) servers. Windows is steadily improving its reliability (I have customers on Windows - midmarket customers - 250 mil revenue, running ERP systems who do not need to constantly reboot every week). IBM chose the Linux route for a very good reason (its sees the change happening - Enterprise Class Customers may begin the Linux transition). Sun / HP now have 2 choices. If they want to compete in the midmarket they have to work on solutions that are competitive to midmarket customers. Otherwise they can continue to play in the highly competitive Fortune Enterprise class customer market (24x7 uptime, highly reduntant, fault tolerant etc etc) who need all the jazz and are willing to shell out the mega bucks. Anyway, this is an off the cuff response - just something to think about. And I respect my buddy's knowledge tremendously. IMHO, whether its consumer products, hardware etc - spread your bets on the path of change. Rocky - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Fanus Sent: Tuesday, August 06, 2002 1:25 PM To: canslim@lists.xmission.com Subject: RE: [CANSLIM] Identifying NEW leaders Rocky You are comparing a chip (Xion, Titanium) with an operating system (Unix). This is comparing apples with oranges. You have to compare operating system with operating system in this case it would be Unix with NT/2000/XP. And there is still no comparison between the two. I am in the IT outsourcing/consulting industry and only the smaller comapies will use a Microsoft setup. The bigger companies which require absolute reliablitly still go for the bigger Unix platforms. Our customers on Microsoft platforms still have to reboot their servers once a week, where a Unix system run for months without requiring a reboot. Maybe the initial cost for a dell server is cheaper, but if a 24x7 company lose thousounds of dollars each time the server go down, then the cost is made up pretty quickly by the more initially expensive server. The Xion and Titanium chipsets might be gaining some ground, but they are still hampered by the Window OS. Of course Linux on them could make them more reliable and more cost effective. In the long run, I just don't see customers who have already spent millions of dollars on stable environments, switch over to a less reliable platform. I think Unix will stay around for a long time. After all, I wouldn't be surprised if people were saying 20 years back that mainframes is history too and yet we have several customers still running on mainframes. Ken to answer you question (assuming you are reading this), I don't think AMD will overtake Intel. They will just settle in a comfortable number 2 spot. And with regard to new leaders, I just don't see any which jump out to me currently. - - Fanus - --- Rocky Sanghvi wrote: > Kent, > > Excellent question. I was recently speaking to a > buddy of mine who is a > guru in Operating systems and Databases. He is of > the opinion that with the > new Xion and Titanium chips - Unix is history! > Atleast the expensive > flavors of Unix are. Linux may stick around because > its open source. > > These new chips are so incredibly fast and cheap > that one of my clients > recently invested in a 100K Dell server getting all > the power, speed and > convenience of a million dollar Sun box. One of our > employees is a die-hard > Unix fan and his words were "Man this is a sweet > machine" > > What does that mean for the next 5-10 years. I > forsee tremendous > consolidation in the Computer / Server space. Money > can be made by > spreading your bets on the path of change. > Thoughts? > > Rocky > > -----Original Message----- > From: owner-canslim@lists.xmission.com > [mailto:owner-canslim@lists.xmission.com]On Behalf > Of Kent Norman > Sent: Tuesday, August 06, 2002 12:03 AM > To: canslim@lists.xmission.com > Subject: Re: [CANSLIM] Identifying NEW leaders > > > Since we should be on the watch for new leadership > next time around, > what does the group think of AMDs chances of > overtaking Intel? > > What other candidates do you hope/see coming up (not > necessarily in > chips). > > thanks > Kent Norman > > ===== > Opportunities always look bigger going than coming. > > __________________________________________________ > Do You Yahoo!? > Yahoo! Health - Feel better, live better > http://health.yahoo.com > > - > -To subscribe/unsubscribe, email > "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your > email. > > > > - > -To subscribe/unsubscribe, email > "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. __________________________________________________ Do You Yahoo!? Yahoo! Health - Feel better, live better http://health.yahoo.com - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 6 Aug 2002 17:12:05 -0400 From: "Duke Miller" Subject: RE: [CANSLIM] Identifying NEW leaders This is a multi-part message in MIME format. - ------=_NextPart_000_0001_01C23D6C.665405A0 Content-Type: text/plain; charset="us-ascii" Content-Transfer-Encoding: 7bit WON did say that consumer groups might likely lead us out of the abyss. And if you pulled up today's SOD, there's a good chance you almost fell out of your chair as I did. It lists the top 20 Up/Down Volume leaders, to wit: This screen lists leading stocks in leading industries with an up/down volume ratio of at least 1.0, which indicates buying volume has exceeded selling volume in recent months. The ratio can be found daily in IBD's Stock Checkup for all stocks. Stocks shown have an Earnings Per Share Rating Relative Price Strength Rating of at least 80, an Industry Group Relative Strength Rating of at least "B-" and an SMR Rating of "A." All stocks are within 20% of a 52-week high. There are three consumer products companies therein: BUD, DL, STZ, and PG (that one made me fall out of my chair). On another note, I've been absent a few days from the list, and in reviewing it, I noted someone saying that a particular chart looked pretty good, but it had no handle yet. Then I noted in today's Investor's Corner, it's not totally necessary to have a handle. After thinking about this and reviewing a few "handle-less" charts. All I could conclude is it's really a pattern that caters to good ol' IBD hindsight, right? Buying as the stock breaks out past the left peak of the handle (+ $.10) is risking that it's just setting up for a handle, right? Maybe we could name this new chart pattern "Cup with Craps" (as in rolling the dice)! Your roll.... Duke - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com] On Behalf Of Chazmoore@aol.com Sent: Tuesday, August 06, 2002 4:14 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] Identifying NEW leaders Rocky/Fanus: Can I jump in on this subject? I have no background in the technology field and all of my chips come out of a plastic bag, but more to the point I think the question is where will new market leadership come from? The other day when WON was interviewed by K&K, he suggested it may come from the consumer group. My first reaction was negative. I can't see Ladies handbags, blue jeans, and hot dogs leading the market out of this mess. However, after talking to friends in the manufacturing business, WON may be right. Most business leaders are in a state of shell shock. They question the people that work for them, they question the government that regulates them, and they are afraid of the stockholders who pay them. With this kind of pressure who will be the first the expand production or build that new plant. On the other hand consumers really aren't that bad off no matter how much they complain. Even with 6% unemployment, 94% have jobs, are buying new homes and new cars and are even taking a vacation this year. After thinking about it I have to agree that new leaders will come from consumers. After all they represent 2/3rd of the economy. I don't think this necessarily means retail merchants will be our leaders, it may be technology products designed for consumers. I think we will know before the end of the year. Charley - ------=_NextPart_000_0001_01C23D6C.665405A0 Content-Type: text/html; charset="us-ascii" Content-Transfer-Encoding: quoted-printable Message
WON did say = that consumer=20 groups might likely lead us out of the abyss.  And if you pulled up = today's=20 SOD, there's a good chance you almost fell out of your chair as I = did.  It=20 lists the top 20 Up/Down Volume leaders, to wit:
 
This screen lists leading stocks = in leading=20 industries with an up/down volume ratio of at least 1.0, which = indicates=20 buying volume has exceeded selling volume in recent months. The ratio = can be=20 found daily in IBD's Stock Checkup for all stocks. Stocks shown have an = Earnings Per Share Rating Relative Price Strength Rating of at least = 80, an Industry Group Relative Strength Rating of at = least=20 "B-" and an SMR Rating of "A." All stocks are within 20% = of a=20 52-week high.
 
There are three = consumer=20 products companies therein:  BUD, DL, STZ, and PG (that one made me = fall=20 out of my chair).
 
On another = note, I've been=20 absent a few days from the list, and in reviewing it, I noted someone = saying=20 that a particular chart looked pretty good, but it had no handle = yet.  Then=20 I noted in today's Investor's Corner, it's not totally necessary to have = a=20 handle.  After thinking about this and reviewing a few = "handle-less"=20 charts.  All I could conclude is it's really a pattern=20 that caters to good ol' IBD hindsight, = right?  Buying as the=20 stock breaks out past the left peak of the handle (+ $.10) is = risking that=20 it's just setting up for a handle, right? 
 
Maybe we could = name this=20 new chart pattern "Cup with Craps" (as in rolling the dice)! =20
 
Your=20 roll....
 
Duke
-----Original Message-----
From:=20 owner-canslim@lists.xmission.com = [mailto:owner-canslim@lists.xmission.com]=20 On Behalf Of Chazmoore@aol.com
Sent: Tuesday, August = 06, 2002=20 4:14 PM
To: canslim@lists.xmission.com
Subject: = Re:=20 [CANSLIM] Identifying NEW leaders

Rocky/Fanus: Can I jump in on = this subject?=20
I have no background in the technology field and all of my chips = come out=20 of a plastic bag, but more to the point I think the question is where = will new=20 market leadership come from?
The other day when WON was = interviewed by=20 K&K, he suggested it may come from the consumer group. My first = reaction=20 was negative. I can't see Ladies handbags, blue jeans, and hot dogs = leading=20 the market out of this mess. However, after talking to friends in the=20 manufacturing business, WON may be right. Most business leaders are in = a state=20 of shell shock. They question the people that work for them, they = question the=20 government that regulates them, and they are afraid of the = stockholders who=20 pay them. With this kind of pressure who will be the first the expand=20 production or build that new plant. On the other hand consumers really = aren't=20 that bad off no matter how much they complain. Even with 6% = unemployment, 94%=20 have jobs, are buying new homes and new cars and are even taking a = vacation=20 this year.
After thinking about it I have to agree that new = leaders will=20 come from consumers. After all they represent 2/3rd of the economy. I = don't=20 think this necessarily means retail merchants will be our leaders, it = may be=20 technology products designed for consumers.
I think we will know = before=20 the end of the year.   Charley=20
- ------=_NextPart_000_0001_01C23D6C.665405A0-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 6 Aug 2002 17:16:09 -0400 From: "Duke Miller" Subject: RE: [CANSLIM] Identifying NEW leaders This is a multi-part message in MIME format. - ------=_NextPart_000_0008_01C23D6C.F87191F0 Content-Type: text/plain; charset="us-ascii" Content-Transfer-Encoding: 7bit Correcting my post, sent in haste, I meant as it breaks out past the left peak of the cup, not handle. Sorry. - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com] On Behalf Of Duke Miller Sent: Tuesday, August 06, 2002 5:12 PM To: canslim@lists.xmission.com Subject: RE: [CANSLIM] Identifying NEW leaders WON did say that consumer groups might likely lead us out of the abyss. And if you pulled up today's SOD, there's a good chance you almost fell out of your chair as I did. It lists the top 20 Up/Down Volume leaders, to wit: This screen lists leading stocks in leading industries with an up/down volume ratio of at least 1.0, which indicates buying volume has exceeded selling volume in recent months. The ratio can be found daily in IBD's Stock Checkup for all stocks. Stocks shown have an Earnings Per Share Rating Relative Price Strength Rating of at least 80, an Industry Group Relative Strength Rating of at least "B-" and an SMR Rating of "A." All stocks are within 20% of a 52-week high. There are three consumer products companies therein: BUD, DL, STZ, and PG (that one made me fall out of my chair). On another note, I've been absent a few days from the list, and in reviewing it, I noted someone saying that a particular chart looked pretty good, but it had no handle yet. Then I noted in today's Investor's Corner, it's not totally necessary to have a handle. After thinking about this and reviewing a few "handle-less" charts, all I could conclude is it's really a pattern that caters to good ol' IBD hindsight, right? Buying as the stock breaks out past the left peak of the CUP(+ $.10) is risking that it's just setting up for a handle, right? Maybe we could name this new chart pattern "Cup with Craps" (as in rolling the dice)! Your roll.... Duke - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com] On Behalf Of Chazmoore@aol.com Sent: Tuesday, August 06, 2002 4:14 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] Identifying NEW leaders Rocky/Fanus: Can I jump in on this subject? I have no background in the technology field and all of my chips come out of a plastic bag, but more to the point I think the question is where will new market leadership come from? The other day when WON was interviewed by K&K, he suggested it may come from the consumer group. My first reaction was negative. I can't see Ladies handbags, blue jeans, and hot dogs leading the market out of this mess. However, after talking to friends in the manufacturing business, WON may be right. Most business leaders are in a state of shell shock. They question the people that work for them, they question the government that regulates them, and they are afraid of the stockholders who pay them. With this kind of pressure who will be the first the expand production or build that new plant. On the other hand consumers really aren't that bad off no matter how much they complain. Even with 6% unemployment, 94% have jobs, are buying new homes and new cars and are even taking a vacation this year. After thinking about it I have to agree that new leaders will come from consumers. After all they represent 2/3rd of the economy. I don't think this necessarily means retail merchants will be our leaders, it may be technology products designed for consumers. I think we will know before the end of the year. Charley - ------=_NextPart_000_0008_01C23D6C.F87191F0 Content-Type: text/html; charset="us-ascii" Content-Transfer-Encoding: quoted-printable Message
Correcting my = post, sent in=20 haste, I meant as it breaks out past the left peak of the cup, not = handle. =20 Sorry.
-----Original Message-----
From:=20 owner-canslim@lists.xmission.com = [mailto:owner-canslim@lists.xmission.com]=20 On Behalf Of Duke Miller
Sent: Tuesday, August 06, = 2002 5:12=20 PM
To: canslim@lists.xmission.com
Subject: RE: = [CANSLIM]=20 Identifying NEW leaders

WON did say = that consumer=20 groups might likely lead us out of the abyss.  And if you pulled = up=20 today's SOD, there's a good chance you almost fell out of your chair = as I=20 did.  It lists the top 20 Up/Down Volume leaders, to=20 wit:
 
This screen lists leading stocks = in=20 leading industries with an up/down volume ratio of at least 1.0, which = indicates=20 buying volume has exceeded selling volume in recent months. The ratio = can be=20 found daily in IBD's Stock Checkup for all stocks. Stocks shown have = an Earnings Per Share Rating Relative Price Strength Rating of at least = 80, an Industry Group Relative Strength Rating of = at least=20 "B-" and an SMR Rating of "A." All stocks are within = 20% of a=20 52-week high.
 
There are = three consumer=20 products companies therein:  BUD, DL, STZ, and PG (that one made = me fall=20 out of my chair).
 
On another = note, I've=20 been absent a few days from the list, and in reviewing it, I noted = someone=20 saying that a particular chart looked pretty good, but it had no = handle=20 yet.  Then I noted in today's Investor's Corner, it's not totally = necessary to have a handle.  After thinking about this and = reviewing a=20 few "handle-less" charts, all = I could=20 conclude is it's really a pattern that caters to good ol' = IBD=20 hindsight, right?  Buying as the stock breaks out past = the left=20 peak of the CUP(+ $.10) is=20 risking that it's just setting up for a handle, right? =20
 
Maybe we = could name this=20 new chart pattern "Cup with Craps" (as in rolling the = dice)! =20
 
Your=20 roll....
 
Duke
-----Original Message-----
From:=20 owner-canslim@lists.xmission.com = [mailto:owner-canslim@lists.xmission.com]=20 On Behalf Of Chazmoore@aol.com
Sent: Tuesday, = August 06,=20 2002 4:14 PM
To: = canslim@lists.xmission.com
Subject: Re:=20 [CANSLIM] Identifying NEW leaders

Rocky/Fanus: Can I jump in on = this=20 subject?
I have no background in the technology field and all of = my=20 chips come out of a plastic bag, but more to the point I think the = question=20 is where will new market leadership come from?
The other day = when WON=20 was interviewed by K&K, he suggested it may come from the = consumer=20 group. My first reaction was negative. I can't see Ladies handbags, = blue=20 jeans, and hot dogs leading the market out of this mess. However, = after=20 talking to friends in the manufacturing business, WON may be right. = Most=20 business leaders are in a state of shell shock. They question the = people=20 that work for them, they question the government that regulates = them, and=20 they are afraid of the stockholders who pay them. With this kind of = pressure=20 who will be the first the expand production or build that new plant. = On the=20 other hand consumers really aren't that bad off no matter how much = they=20 complain. Even with 6% unemployment, 94% have jobs, are buying new = homes and=20 new cars and are even taking a vacation this year.
After = thinking about=20 it I have to agree that new leaders will come from consumers. After = all they=20 represent 2/3rd of the economy. I don't think this necessarily means = retail=20 merchants will be our leaders, it may be technology products = designed for=20 consumers.
I think we will know before the end of the year.=20   Charley =
- ------=_NextPart_000_0008_01C23D6C.F87191F0-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 6 Aug 2002 18:30:00 EDT From: Chazmoore@aol.com Subject: Re: [CANSLIM] Identifying NEW leaders - --part1_1ad.64f3dfc.2a81a7e8_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit Cup with Craps has a certain ring to it. I like it. Charley - --part1_1ad.64f3dfc.2a81a7e8_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit Cup with Craps has a certain ring to it. I like it. Charley - --part1_1ad.64f3dfc.2a81a7e8_boundary-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 6 Aug 2002 19:46:00 -0400 From: "J. Lobatto" Subject: Re: [CANSLIM] Identifying NEW leaders This is a multi-part message in MIME format. - ------=_NextPart_000_0020_01C23D81.E424FCE0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable MessageIf we have to look toward beer and soap to lead the market, it = won't be pretty..... Jon ----- Original Message -----=20 From: Duke Miller=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, August 06, 2002 5:12 PM Subject: RE: [CANSLIM] Identifying NEW leaders WON did say that consumer groups might likely lead us out of the = abyss. And if you pulled up today's SOD, there's a good chance you = almost fell out of your chair as I did. It lists the top 20 Up/Down = Volume leaders, to wit: This screen lists leading stocks in leading industries with an up/down = volume ratio of at least 1.0, which indicates buying volume has exceeded = selling volume in recent months. The ratio can be found daily in IBD's = Stock Checkup for all stocks. Stocks shown have an Earnings Per Share = Rating Relative Price Strength Rating of at least 80, an Industry Group = Relative Strength Rating of at least "B-" and an SMR Rating of "A." All = stocks are within 20% of a 52-week high. There are three consumer products companies therein: BUD, DL, STZ, = and PG (that one made me fall out of my chair). - ------=_NextPart_000_0020_01C23D81.E424FCE0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Message
If we have to look toward beer = and soap to=20 lead the market, it won't be pretty.....
 
Jon
----- Original Message -----
From:=20 Duke=20 Miller
Sent: Tuesday, August 06, 2002 = 5:12=20 PM
Subject: RE: [CANSLIM] = Identifying NEW=20 leaders

WON did say = that consumer=20 groups might likely lead us out of the abyss.  And if you pulled = up=20 today's SOD, there's a good chance you almost fell out of your chair = as I=20 did.  It lists the top 20 Up/Down Volume leaders, to=20 wit:
 
This screen lists leading stocks = in=20 leading industries with an up/down volume ratio of at least 1.0, which = indicates=20 buying volume has exceeded selling volume in recent months. The ratio = can be=20 found daily in IBD's Stock Checkup for all stocks. Stocks shown have = an Earnings Per Share Rating Relative Price Strength Rating of at least = 80, an Industry Group Relative Strength Rating of = at least=20 "B-" and an SMR Rating of "A." All stocks are within = 20% of a=20 52-week high.
 
There are = three consumer=20 products companies therein:  BUD, DL, STZ, and PG (that one made = me fall=20 out of my chair).
 
 
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