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Technology Stocks : Compaq

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To: rupert1 who wrote (35703)11/3/1998 10:24:00 PM
From: Jimbo Cobb  Read Replies (2) of 97611
 
Victor: I believe the Merrill Lynch link to register is askmerrill.com

As far as my top 3 picks right now...well, with the dogs (CYSP, KTEL, for instance) starting to fly again, we are getting closer to a short-term top again, in my opinion...

so my top 3 would probably be CASH, CASH, and more CASH !!!!!!!!!!!!!!

DBCC might get another couple point boost if the 2nd-tier internet stocks stay hot into the CBS Marketwatch IPO in a few weeks (DBCC owns 1/2 of the Marketwatch venture).

I think it's probably time to start taking profits on INTC, CPQ, etc, and wait for the next pullback...just my opinion...

some of the smaller financials haven't rebounded as much as their big brothers...some that still look interesting include FSI, FNBF, CFNL, but I'm not saying they are going to move up in the ultra short-term.

CCB is still a must-have core holding in the mid-to-long term horizon.

A couple short-termers I've done well with that might have some more momentum behind them (but be prepared to pull the trigger) are CUBE and NTBK...

Sorry I don't have more short-term picks for you right now, but as I said, you can't go wrong with CASH, CASH, CASH !!!!

Oh, here's one bonus pick for you if the 2nd-and-3rd tier Internet stocks keep moving (and especially if the Internet stock stocks like MARG, PQT, DBCC, TSCN start moving big).....INDI....(Individual Investor Group)...could double or triple overnight EASILY...

Mark.
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