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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: DanZ who wrote (20095)	6/17/1999 3:35:00 PM
From: Larry S.	Read Replies (3) of 53068

Box Makers: Dell is pick of the litter. MUEI is the runt. CPQ has tremendous price comeback potential, but don't think it has bottomed yet. Would wait for CPQ to give a buy signal and pay higher than the lowest price. Probably 6 months from now. But in general think other sectors offer better potential. Boxes have become a commodity more than any other time. Many of us own very fine PIIs of various vintage that are really great machines. no reason to spend 800-1500 for more CPU and ram. And the low end offers incredible value to the consumers and shrinking margins to the producers. I own small piece of dell, and nothing else in the sector. Think other tech or different field sectors offer much better reward potential. larry

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