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Technology Stocks : Jimbo's Playhouse/CPQ
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To: Night Writer who wrote (4448)10/5/1999 10:32:00 AM
From: Mao II  Read Replies (2) of 12662
 
NW: Im schizo, what can I say. I have a number of sluggish, beaten-up, abused, shunned and old-eco issues like MAT, CPQ, KRI, IP. So-called value companies, which means in practice that you hold them forever and get a tax writeoff sometime in the future. That's all real real long term stuff. Then I have my jack rabbits and stallions (as K calls them)-- holds that can be measured at anywhere from minutes to months. Of course value plays can turn -- i bot a lot of semis last oct, for instance. Looking at banks and drugs now, but Im suspicious. Also looking for an opening into GBLX and GALT. Mostly Im waiting till 2:15 to see what everybody else is gonna do. M2
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