Compaq Message Board - Msg: 7695810

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Technology Stocks : Compaq

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To: Jonathan C. Williams who wrote (47191)	2/6/1999 4:03:00 PM
From: Kenya AA	Read Replies (2) of 97611

Is this some kind of trick question?? <gggg> Assuming it's not .... of course it's overdone! It's understandable though. According to the talking heads, there's apparently a group rotation going on in stocks - out of tech and into cyclicals. Rotation from one group of stocks to another is nothing unusual. Sometimes it's logical because it's driven by changing fundamentals, but sometimes it's bullsh*t - like now. Regardless of the reason for the rotation, some money always stays in the group that's currently being dumped. But what do they keep in the tech area??????? Not CSCO - slowing earnings. Not Lu - ditto. Not IBM - ditto. Not AAPL - karma. Not CPQ - what is their plan, anyway???. They do keep GTW - earnings momentum. MSFT - ditto. DELL - ditto (they hope). INTC is a toss up. I predict this rotation out of tech will be very short lived. K

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