The Aftermath

This was a
day
in which, at the surface, things looked decent, what with the Naz
pulling back on receding volume and a reduced range.

Beneath the surface, though, a bunch
of stocks that had been setting up — not go-go names, mind you — were
distributed.

Not good.

One was BJ Services
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…some
others are listed near the bottom of this space.

In the bells, Cisco
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, after
showing good poise for the a.m. session, came unglued in the afternoon to close
just a fraction richer on elevated flow.

Oracle
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, which has showed
some of the best relative strength among the benchmarks over the past month or
so, was a bright spot, up a fraction as volume eased.

Elsewhere, AMR
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followed
through nicely on expanding volume in the wake of Wednesday’s breakout.

American Standard
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, mentioned
here recently, cleared a four-month base on big turnover.

The ASD chart, one of a very
constructive, multimonth base, is something that didn’t exist a year ago due to
the extended nature of most growth issues.

Americredit
(
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showed good tone
for the second day in a row as it nears the top of its three-month base.

Kohl’s
(
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, mentioned here
recently, gapped up and out of a five-month base on over three times average
volume.

Merrill Lynch
(
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was a
disappointment, churning on heavy volume just a day after it romped to the top
of a four-month base.

Ditto for Providian
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, which
also churned, after showing some very nice base-building characteristics lately.

A number of stocks that had appeared
to be setting up for base completion broke down.

They include Trigon
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, Triad
(
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,
Newfield Exploration
(
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, Invitrogen
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, Impath
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,
Beckman
(
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, Baxter
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, and Dynegy
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.

Cytyc
(
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, one of the best
lookers in growthland, saw volume dwindle as price pulled back, a plus.

Beyond the distributive nature of a
number of setups, the semis came off, with some distributed and some not.

In all, a very mixed day; some pluses
and a few more minuses.

But not atypical for a market of bear
proportions after the first cut.