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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic
INTC 45.51+10.7%Jan 9 9:30 AM EST

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To: Sonki who wrote (7888)8/18/1997 8:18:00 PM
From: Brian Malloy   of 27012
 
I look at charts,

SUNW is doing well as of late. It should continue to do well for next six to twelve months based on product cycles. I'm on board through January of 1998. We re-evaluate at that point. Although if you look at the long term buy and hold strategy (100 months) then WINTELCO has clearly returned much more than SUNW. At 100 weeks - I would not call SUNW markedly better. With the exception of one they are all in the same ball park. Of course for 100 days, SUN wins. This is why I have shares of WINTELCO along with options and leaps. For SUNW only options.

About a month ago they changed the option time to 4:02 from 4:10. I think too much funny business was going on.

AMAT looks good. Will pick up one in IRA.

I have not brought any yet. I still think HWP leaps are a steal (or will be considered so in hindsight, say six months to a year from now). I put money into NKE first, but same basic reasoning as HWP

I don't know if I would add to DELL, unless you don't have a position already or just want more. I think tomorrow can be very explosive. If as anticipated FED doesn't hike interest rates and DELL has good earnings, NAZ in general - techs in particular will fly.
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