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Technology Stocks : INTEL TRADER
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To: MonsieurGonzo who wrote (4318)10/13/1998 1:23:00 AM
From: Berney  Read Replies (1) of 11051
 
MG, Re: COF

It's amazing what the market is doing to the credit card companies. The price action makes one think the fed is going to raise rates. FWIW the company gets an FA score of 10 in my system. But, last month none of the top ten mutual fund companies were buying.

I realize that you are looking at something particular to cc's, but, in this area, I like KRB more.

I think the whole derivative microscope is hurting these companies.

Berney
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