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Technology Stocks : INTEL TRADER

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To: MonsieurGonzo who wrote (3823)	9/7/1998 8:01:00 PM
From: Berney	Read Replies (1) of 11051

MG, Re: Hit and Run I don't think it matters whether you play AHP or MTC as they are tied together in their pending merger. Chart does look like it's going up. I'm playing an air transport (contrarian all the way) -- COMR (went into it Thursday at $25 1/4. COMR is, I believe, the only air transport rated A or A+ by S&P. I'm working on an interesting (another) FA of the Big Boyz and should have it ready to post later tonight. At May 31 the median 99 earnings estimate for the Big Boyz was $3.18. As of friday, the median estimate was $3.07. Certainly doesn't seem to justify the sell-off we have witnessed. Of course, the caveat to this is that the analysts didn't start down-grading the earnings for GM until it was 2 weeks into the strike. Berney

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