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Technology Stocks : Tekelec -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (1207)	12/11/1999 11:58:00 AM
From: WTSherman	Read Replies (1) \| Respond to of 1648

BWAC, the obvious problem with the current market is that the I-nutz/Linux/etc. mania is not sustainable and that the bubble will burst. In the meantime, the attention of retail investors and, increasingly institutional investors is all on the mo-mo stocks. If you look at the market breadth its very scary. Despite huge gains in many tech heavy averages(NAZ, NAZ100,.DOT) there have been few days in the past few weeks that there weren't more stocks down than up. When the bubble bursts the effect is going to be far beyond the mo-mo stocks, its going to rip into the whole market and have a huge impact on the economy as the "new rich" suddenly find out that they aren't rich any longer. With that the credit subsidized spending will collapse. The best hope here is that the Fed will become much more aggressive with interest rates and try to halt this absurd speculation before it wrecks the economy. Unfortunately, its a lose/lose scenario. Only question is which lose hurts less...

To: BWAC who wrote (1207)	12/13/1999 9:28:00 AM
From: Andre Daedone	Respond to of 1648

OT: BWAC, The whole banking industry as a whole seems to be suffering, Bank One is way down (ONE), Bank of America is also down (BAC). Now is the time to start accumulating bank stocks if that is your forte. As for DPH, it probably is a great time to start accumulating this stock, Sergio who is on SI pointed this stock our to me when it was $20/s. I do believe that it is at it's bottom. I also believe that GM is making some aggressive moves toward getting marketshare back which will help Delphi a great deal. Today is a great time to acquire undervalued stocks with great fundamentals, this is how fortunes are created. One particular stock that I have been eyeing is INTEL, if it backs off to $63-$67 /s I will be a buyer. Andr‚