Addi.
With the NASDAQ dropping 26 pts and DOW shoot pass 9000 today,
what is your take on this? Is this a temporary thing? Or once
the earnings go out in mid April, we will see the same kind of
euphoria we saw in the 1st 3 months of this quarter? What is
the good price to get SUNW, DELL, INTC? I sold all my SUNW at
44.5, DELL at 68 and INTC at 77. I lost money on INTC only since
my average price was around 82.5 for INTC, but INTC was my smallest
holding. I just used the money I made in DELL (about 300k) in a
450K house payment. I only have about 100K left to invest
in stock now. And I am 100% cash at this point. Good thing I don't
have to tap in my 401K money for the house payment. But I have to
think small now with only 100K to invest. The stocks that I am
interested in right now are: SUNW, INTC, MSFT, ORCL, CSCO and DELL,
they are kind of the dominant players in their respective market.
But I have vowed to not touch them until SUNW hits 36, INTC hits 65,
MSFT at 75, CSCO at 55 and DELL at 61, ORCL at 22. Besides DELL, INTC, and SUNW,I don't think I could get MSFT and CSCO that cheap now. What do you think of IOM at below 5? What is the bottom for SUNW? INTC? ORCL? MSFT? CSCO? DELL?
ORCL? |
