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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Kenya AA who wrote (2975)	7/13/1999 11:38:00 PM
From: fooledalot	Read Replies (1) \| Respond to of 12662

K, No good ideas at these prices (and remember, I am not Nutz player) unless INTC falls back to the 50s. Maybe some of the other semis on weakness. (CNXT would appeal to me in the 57/58 range.) Still wondering about PFE. I know you will puke if you look at a chart, but WB has traded between 79 and 90 on a regular 2 month cycle (give or take) for what seems like forever. (You probably do not remember, but we talked about this before.) I believe they announce earnings tomorrow and I will bet they will be good. The only thing I do not know is the aforementioned 79/90 cycle has not occurred during a period of rising interest rates, or threat thereof. So, you like SUNW somewhere in this range?? Like LU, I bought SUNW several weeks ago in the mid-60s. Have been looking for a run by both to 80ish to let them go. I am beginning to wonder if the market is already priced in earnings expectations and regardless of how either of these do, they will start selling off. Do you have any thoughts? f