Yes indeed, .17 or .18, that is the question....I have to believe .17 is the more likely option...would love to see the IDC numbers and find a way to squeeze out .175....of course, forward outlook (especially continuing Y2K) will be viewed critically. I reckon MD and TM will repeat the same mantra "overall flat to slightly up impact...some slowdown in corporate, accerlerated growth in gvt., small business, and (maybe) consumer...
I don't know what strike prices you bought, but I reckon we will get back to the 44-45 level by earnings announcment (don't know if you are looking for more)....If we hit .18, I think we can bounce (and mostly stay) above 45...if we get .17 (and normal CC)...I think we will trade between 40-45 (maybe even dipping to high 30's if we get heavy market sell-off, correction) in the 1st half (of next quarter)..barring no further wierd news...Long-term, of course, the trend remains up....
Capellas (Compaq) appointment certainly not helping that stock...short-term, his appointment should allow Compaq to move quicker, given the ramp-up will be shorter..whether or not he has "it" in the long-run is certainly in (big) question...looks like he could be a bit of a stooge for Rosen...
Let's see....Let's think about muni-fund managers: Do I entrust my money to MD or the "new guy" at Compaq...pretty hard to argue for the new guy, unless one is a bottom-fisher only.. |
