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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic
INTC 35.75+3.6%Nov 24 3:59 PM EST

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To: Nancy who wrote (19205)4/25/1998 10:40:00 PM
From: Sonki  Read Replies (2) of 27012
 
n, cdn, cd, gtw. msft, lu : maybe i exagerated prob. not 100 trades.

i asked my broker what was the seniment? he looked over his log and said most of his trades were from me. so i felt like i did a lot of trading. lots of trading in msft calls. partial sells and then swiched from ira trading and moving to non-ira when it got more risky.

CD: i m sorry i have no idea. i knew my friend was in it @19 so i simply told him to get out one morning. u know more then i do re: CD.

CDN: i think it's more for Brian then you. It's a long term hold rather then trading. As u can see it has not done a damn thing in last 3months. Q1 is usually weakest so once Q1 results were out, I felt it safe to tell Brian about it. CDN is THE leader in EDA SW. Recently weaken by the strength in AVNT. This is one area of SW that MSFT will never touch as it is very complex and attends to a small market.

GTW: wow! volume was great on friday. looks like they will do well.

WDC: comes out w. earning on Monday and are supposed to be great.
even though, DD is not sexy (like PFE) i think maybe wdc will make move good % from here?

CERN: currently $28, target is 38 and may start moving. This one maybe for you more then CDN?

LLY: i will drop it agian from ira. taking up too much space. maybe i ought to sell calls for my son's account. don't have a whole lot of profit in it yet so may not mind getting called away.

LU: i bot it near last down grade at 105 and again when it got downgraded this week. i have unfortunately lost lot of mony not holding it for a long term. i bot it from 32-50 then 70-90 presplit.
now 105-to now. afraid to sell it now.

cmgi & yahoo: though i trade them i would not mind getting stuck w. them for a long term. there is also some internet funds one can buy and i m not sure what the names are.

Bob brinker sounded very bearish this weekend.

Dell and yhoo are still very good. Belive it or not, i consider them value play, based on their PEG (pe to growth) compare to their industry. dell has moved too fast lately but maybe people trying to jump in before earning.
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