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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Lucretius who wrote (66221)8/15/1999 10:51:00 PM
From: PaperChase  Respond to of 132070
 
>>what do you think looks good in here? are you long or flat? <<

I like the mid-cap broadband equipment companies like ADCT and ANTC. ANTC might retrench a little this week after its run up on Friday. ADCT reports earnings this Wednesday.

I sold my dental stock (PDCO) after the recent small run up and after seeing a competitors problems. Multiples in most small device companies have been dropping. PDCO reports this week so I'll be watching for a trading position.

I've recently traded out of INTC, GTW and MU and am waiting for the normal trading cycle to buy lower. Both INTC and GTW have had very nice runs considering their "disasterous" quarters. <g>