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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?


To: wsk who wrote (4405)10/26/1999 1:22:00 PM
From: TH  Respond to of 10293
 
I am sorry to say that I have been wrong more than I have been right on CPU. You would be better served getting an opinion on this one from someone else.

I do find Mr. Slim to be a pretty interesting variable, but I don't really know what his long term plans might be; except to expand CPU in Mexico. His involvement and percentage share ownership will not hurt CPU.

I expect a couple of better quarters for CPU, even with the concerns regarding memory costs.

I am looking to buy a few k in the low fives, but I will sell just as quick. When it hits 8 on high volume then I may buy and hold for a while. I would expect a pretty solid improvement to the fundamentals to drive it to this level and this may be an indication of real recovery, i.e. BBY.

Good Luck

Thurston