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Strategies & Market Trends : Tech Stock Options
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To: Heg Heg who wrote (35989)3/5/1998 7:54:00 AM
From: j g cordes  Read Replies (2) of 58727
 
Heg.. INTC's down 10 overseas to 76. Hawk's comment of down, bounce then down again feels right for today, many will want to leave this sector for a few months.. remember this is a warning of things to come not a summation of what's already happened.

I just heard that DELL is down a lot while CPQ is holding... that might give some clues to start looking for stocks that have already been pounded that you can get while this storm hits them one more time.

I think the Y2k sector (year 2000) remediation stocks will gain strength because their business is mandated regardless of how much growth there is. I like TAVA in particular, see their investor sites on SI, also the Y2000 page which lists many others.

Another area I'm looking at is biotechs.

Jim
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