Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: pooh who wrote (93447)	4/14/2000 11:41:00 PM
From: Scrumpy	Read Replies (1) of 120523

Sure. Buy several very expensive 64-processor SUNs (SUNW) which compute real-time risk exposure. If you have a $600 million dollar IT budget and an army of consultants to feed, have them whip up some Black-Scholes analytics and "Voila!" ...no problem..."Bing! You have new mail, Abby... Exposure: Insane. Recommended Action: Trim, or lose clients." I can tell you they're probably not using Omega's Radarscreen. Can you imagine the meeting she was in when she ran down her little MS Outlook task list and got to the "CNBC 1:00 pm: Mention our institutional short, but use small, monosyllabic words like "trim", "itty-bitty". I wonder if she now feels some techs are fairly valued, and will actually SAY SO.

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