Sonny, but Mary Farrell was there, on WSW. Were there two Farrells? OK, Mary was on WSW and Mr. Farrell was on Moneyline. Was that it? Anyway, there I go nitpicking again. Whatever the case, everything you said was true...one on one with Michael Jordan, forward PE of only 20 - 25 for Intel, everyone recommending Intel, etc. Good reporting. Farrell could be a pretty common name. There I go again.
What do you think of EMC right now? I think you have some. I'm looking to add to a mini-position in them. They were in Abby Joseph-Cohen's top two, along with you know who. Gartner Group, best computer analyst company in the world thinks Y2K problem will really boost computer storage sales even more this year, and EMC is the best, having surpassed IBM a few years ago. EMC is a must have I think, for one doing the Gorilla, General thing, even though they're expensive as hell. Of course, so are Cisco, MSFT, Dell, AOL. Looks like EMC has some support at $91 and $82.
bigcharts.com
It may get down there if the mini-tech-wreck continues. Speaking of which, do you think that will continue? Next big earnings release is Dell on Feb. 16, just for reference.
Weather here, another rainy and windy day in paradise. Oh well.
Tony |
