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Strategies & Market Trends : Galapagos Islands

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To: Oral Roberts who wrote (13237)11/15/2002 2:47:40 PM
From: Oral Roberts  Read Replies (1) of 57110
 
We are going about this all wrong.

AMAT-guide from profit to loss in coming quarter. Shrinking revenues combined with no earnings and worsening business conditions is clearly a powerful signal indicating buy. Up 2 bucks since this revelation.

DELL- Beat earnings and proclaim growth in revenue and earnings in the 20% range in coming quarters even though the environment is tough is a clear signal to short. Down a buck and change since that revelation.

In summary: If it is earning money short it, if it aint go clown long.
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