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Technology Stocks : INTEL TRADER

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To: Jurgen Trautmann who wrote (10028)	7/23/2001 2:42:12 PM
From: John Harton	Read Replies (1) of 11051

Hi JT Glad to find you in good spirits (^_^) Possibly a nice Mosel or Rheingau...but I really suspect an Irish invasion of Zeeland...bearing casks of Guinness for the native inhabitants. GG Haven't had much time to research lately, so I'm little help with your entry list at this point. I will say that my P&F charts agree that MSFT 66 and PFE 39 are the spot if you are brave (or perhaps foolish) enough. GG I see much concern on the threads for MSFT but to me GE's chart looks more worrisome now. Re: my switch to the bear side on AMD..I just did a little simple math..give them .05 earnings this q, at most .05 next q (per their forward remarks), then a miraculous double the following q .10, and another full recovery double the next q .20.... Now a generous tech P/E of 30. You got .40 x 30 = 12.00. Hey thats your entry... based on "optimistic" results. <NG> Trades. Found time to exit GOLD Friday at a nice profit. Was mourning the failure of my Jul 20 prediction, and also the dollar seemed to be holding support well. Still in SPY suffering "extraordinary charges" and "collateral damage" ....waiting it out for the time being after a less than optimal entry. I should just wait for Paul and Berney and copycat next time. GGG Off to more baseball.. still alive with another "w" Best -John

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