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Strategies & Market Trends : Pancho Villa's Short Analysis File
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To: Bob Trocchi who wrote (237)1/21/1999 3:02:00 PM
From: vegetarian   of 287
 
INTC will be a strong force in propelling internet equipment in the future.
That will be a good buy on dips (when it becomes enough of a value), my suspicion is that it will fall the least and last in a severe downturn but is at least less overvalued than say MSFT.
To make any significant committment to the market, I think a good heuristic is to have all the large caps come down to a good value with respect to their earning potential. It seems that even though the oil sector is beaten down, the large caps in that area are still not a good value (because of possibly indexed funds holding them) whereas many mid/micro caps are at very attractive values with respect to their book value. However, if the market is perceived risky and over-valued, it does not make a lot of sense to invest in the small/mid caps because they can go down further and take time coming out of a bear....
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