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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: f.simons who wrote (80707)11/22/1999 1:10:00 PM
From: kash johal  Read Replies (2) | Respond to of 1572124
 
Frank,

Re: "January effect"

I suspect you are right to an extent.

Thats why I have loaded up on Dell as my largest position right now.

Their quarter includes January.

So they will also benfit most from Intels late coppermine shipments vs other boxmakers.

Plus they have been beaten down to low 40's a 30% haircut from earlier highs.

JMHO.

regards,

Kash



To: f.simons who wrote (80707)11/22/1999 4:40:00 PM
From: tejek  Respond to of 1572124
 
RE <<<Actually, I was thinking more about business purchases than personal purchases.>>

Frank, sorry, misunderstood. Business applications may be more affected although companies like WIND and DCTM which I think provide business software are starting to recover from the Y2K setback.

But do not know as much about that segment of the industry.

ted


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