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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic
INTC 37.45+3.3%1:49 PM EST

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To: Sonny McWilliams who wrote (12776)11/4/1997 1:24:00 PM
From: Sonki  Read Replies (2) of 27012
 
sonny, i agree w. u. coms & csco both will be growing at 30% but look at the difference in pe. intel is getting hit today, but that's ok
someday we will be at 486.

company called "eusa" delivers computers for dell. Take a look at it.
2yr contract w. dell.

i m also in a watch mode. iom broke out today. i traded by daughter's intcw for iom a few days ago.

csco is very expensive.

ok, remeber now, jp morgan on shit list. we should make a list
of analyst who have been right and wrong.

good thing i did not get into nn. i have eds. i bot few days ago.

it is pretty cheap for sw company pe. 26. after dec earning is out
pe will be 20. it's a safe play, conservative. don't expect it go
anywhere.

markets are uncertain, and this is time to pick up something

sonny, i have too much techs stocks but i can not find "value" anywhere in drugs. even pfe that I have is expensive.. don't know
what to do. onlly 10% of my portfolio is in drugs.

maybe i look at financial stocks but i don't understand any of them.

i m in a limbo. still not fully invested and too scared to invest.
i am not sure i should have bot cpq. i bot cpq and sold 70 calls in december. gave me 4.25 for the calls. hoping to get called away at 70.

if not i will be stuck w. cpq in mid 60s (30 postsplit)
u may want to try that.
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