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Politics : Formerly About Advanced Micro Devices
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To: f.simons who wrote (80707)11/22/1999 1:10:00 PM
From: kash johal  Read Replies (2) of 1572207
 
Frank,

Re: "January effect"

I suspect you are right to an extent.

Thats why I have loaded up on Dell as my largest position right now.

Their quarter includes January.

So they will also benfit most from Intels late coppermine shipments vs other boxmakers.

Plus they have been beaten down to low 40's a 30% haircut from earlier highs.

JMHO.

regards,

Kash
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