Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: orkrious who wrote (5985)	11/15/2001 5:54:10 PM
From: Timetobuy	Read Replies (1) of 99280

Dell is increasing revenues at the expense of other box makers. If there were such demand for new PC's, Dell would not have to get into pricing wars to eek out this gain. The other box makers would be seeing increasing sales too. Does that sound like blow out due to XP? Not to me, BWDIK? As for MU. The reason DRAM prices are up is that there are less chips being made. Blow out pc sales coming? ROFLMAO! Uh huh! Sure! So what move the market up from here? Options expiration Everyone wanting to jump on the train (we're getting blow out earnings coming! Don't miss out!) Let's see. Amat came out and the news wasn't great. Ntap didn't have a peachy outlook either. Now we have Dell. The recovery is coming, but it's obviously not going to be robust and quick. I think I'll buy on the next pull back, thanks.

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