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Strategies & Market Trends : Investment strategy

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To: William Vu who wrote (7)	3/13/1996 1:12:00 PM
From: Spekulatius	of 26

Hallo William, I didn't intend to say that your investment strategy is naiv. I just feel that there are many overoptimistic people around here making mistakes and what is worse, so not learn from their mistakes. As for the MU topic, I fell that DRAM are a commodity business. That means that a relatively small oversupplie with DRAM's will lead to a steep price drop. Therfore it's very dangerous to value ths MU stock from their P/E ratio alone. They had big windfal profits from the high DRAM prices in the past which will diminsh in the near future. As for the Compaq topic, I feel that youre basically right. At 37$ an investment is CPQ looks reasonnable. However I think that the PC price wars will trigger some bad news which may hammer down the CPQ stock a bit more. from the chart, and my felling, I would conclude, that we have a downside risk to 32$. Im pondering about an investment in CPQ to, but I have not decided yet. I am uneasy about the Dow. I thin that the latest market gyrations show, that the investors are getting very nervous too. A Dow crash is not that unlikely. Therfor I want to keep some cash back. Til later Ralf

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