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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?

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To: AugustWest who wrote (20002)3/11/2003 10:21:51 AM
From: Ed Flynn  Read Replies (1) of 20297
 
It gets old after a while doesn't it? I'm just surprised with the move we made back above 20 while the rest of the market was in the crapper. Maybe we get one more chance at picking this up on the low teens. I'm adding at $15 if we get there and then again if we see $13. I'm also looking to pick up some NXTL if it heads back into single digits. I think this market will continue like this over the next 3-5 years. I don't expect any significant pickup in IT spending. FWIW, Gartner says 2004 for IT spending to start reviving, of course they hedge it by saying the begining of the year might be week. I think they just take some white out to the prior years outlook report and change the year of the turnaround. I find their research to be useless dribble, but that's just my opinion.
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