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Politics : Idea Of The Day

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To: IQBAL LATIF who wrote (25235)	4/12/1999 3:37:00 PM
From: James C. Mc Gowan	Read Replies (1) of 50167

Hello IKE: I add to the accolades for your beautiful analysis of markets Sunday; after reading this thread for 2 years, I'm finally getting the IDEAs that you give so freely, and putting them into action, especially in the face of fear-mongers/Globex manipulators. Your instruction regarding the indexes interrelationships is most appreciated. Today we had a break of your SOX levels, at least intraday from 392; what do you think of the INTC/DELL opportunities, given that the CPQ effect on these bellwethers has been negative? Might this be a good opportunity to add to INTC on this CPQ weakness, or would it be prudent to wait for Earnings to decide? I keep thinking that INTC is selling all those expensive server chips, even as CPQ is losing money selling AMD cheap-chips. Thanks as always, James

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