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

To: Knighty Tin who wrote (70776)	11/19/1999 3:57:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 132070

Well I'm expecting DELL to take a dip in the next few weeks along with a lot of the other tech stocks, so there is opportunity for some profitable trades. Longer term, DELL should hit 55 or 60 by mid year as it overtakes CPQ, gets Y2k hysteria behind it, deals with the DRAM, RDRAM and LCD issues to improve margins, and launches new Win NT platforms. A bigger long term problem for DELL is how to scale its executive management team without losing control of the big picture. SUNW should take a dump after the split. By any relative measure it is way over extended. GTW may disappoint this quarter, due to the impact of component costs. People are investing in CPQ because they think "the drunk has hit bottom" and has no where to go but up. It also may disappoint in Q4 as they have a substantial exposure in the enterprise IT departments. Also, they are exposed to the component cost issues that they were able to avoid last quarter due to their calendar schedule.

To: Knighty Tin who wrote (70776)	11/19/1999 4:40:00 PM
From: Tommaso	Read Replies (1) \| Respond to of 132070

Mike, did you notice that at one point (so it seems) crude oil spiked almost to $30 today? I didn't follow it all day long (I actually do have better things to do), but the closing on the CNN commodities whos a high of well above $29 with a drop back to $26.14, up 81 cents for the day. Now I am the real lonely contrarian, because nobody else seems to be excited about the macroeconomic consquences of $30 crude! REVISED: I think the figure must be an error. Looks like elsewhere it never got above about $26.50. Well I dunno. charts.quotewatch.com This shows nearly $30 figure, not chart