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Technology Stocks : INTEL TRADER

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To: John Harton who wrote (3331)	7/29/1998 7:13:00 AM
From: Jurgen Trautmann	of 11051

John, I would propose 4 more groups: OTM, OOT, MTPCM, LU and 2S2E$ 1)Over the mountain - companies with decreasing resumes and increasing numbers of excuses like INTC (increasing energy-consumption, weight and size of CPU's instead the power) 2)Out of trend - all the world burns his stinking sportshoes but NKE thinks it's a question of price (more probably hula-hoop will boom this year) 3)Machines that print counterfeid money - companies producing products which cannot fulfill the promised purpose like PFE. (you cannot change a frustrated wife to a loveful one just eating blue pills.) 4)Living undeads - companies with products nobody pays a cent for like YAHOO (23800 links without one single you was searching for) 5)Too stupid to earn money - you have the by far best position but cannot make profit: worldchampion BA (proofing that military structures are the most inefficient organisation-system of all) The winner of the bowl is ORACLE. This seems to me the optimum-short-candidate. My provocating opinion: They produce absolute yesterday-products for senior-homes. Only COBOL is more oldfashioned. They cannot provide true working business-solutions. All they still can cash in comes from old, very old customers. Happy trading! Jury

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