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Strategies & Market Trends : Three Amigos Stock Thread
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To: James Wright who wrote (5680)6/6/1998 11:01:00 PM
From: LTK007  Read Replies (1) of 29382
 
James,I myself,(my opinion only) am very hesitant to believe that the
semis are going to have a sustained rally--I guess I am heavily influenced by the Hedge Fund fellow Fleckenstein--he for instance shorted Intel at 85 and says he sees them eventually hitting 40--
he paints a bleak longterm picture,for PCs and companies dependent on PCs---curiously though another analyst also bleak about Techs in general was asked what Techs does he recommend to buy,and he named
CPQ,IBM,and CA,and ALL for the same reason--because he says they are extremely involved in the Y2K business,which he sees as explosive at some point---what surprised me I had no idea that Compaq is deeply
involved in Y2K,and given its price I am considering it,but I need to research this y2k side of ComPaq.max--This is Hot Air Only post.
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