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

To: Edward E. Shure who wrote (3040)	7/14/1999 11:03:00 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 12662

Welcome back to Jimbo's place, EES !!!! I like INTC's momentum and what appears to be a possible breakout, but honestly I would have a hard time getting excited about buying INTC or DELL at current levels...although both are probably OK for long-term money... The valuations and all the arguments over these companies having trouble beating street estimates for the upcoming quarters gives some concern....but I imagine as long as the NASDAQ keeps rolling along (which might not be too much longer...seems we are due for a wrinkle of some sorts again), they will keep doing fine, just not as big of percentage gains as some of the smaller fish like BRKT which still looks mighty good over the next month !!!! Jimbo.