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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: set who wrote (35887)12/23/1999 1:40:00 PM
From: Doo  Read Replies (1) | Respond to of 99985
 
Would you be good enough to explain the chart you posted? I see the divergence, but I h'ain't never see a Whale Reading!!



To: set who wrote (35887)12/23/1999 1:41:00 PM
From: Haim R. Branisteanu  Read Replies (1) | Respond to of 99985
 
Set, could you explain what the difference is between SUNW, IBM or HWP servers are besides hype??

If my memory serves me right IBM e-business is bigger than SUNW and still IBM multiple is about 1/4 of SUNW who may grow 25% a year, if the others will not take market share from SUNW. Iron is still Iron big or small.

Server market getting more crowded by the day like PC's (NT, UNIX. LINUX who cares as long as they do the job)

Would make a pair trade - short SUNW long HWP or IBM

BWDIK
Haim



To: set who wrote (35887)12/23/1999 2:52:00 PM
From: bobby beara  Read Replies (2) | Respond to of 99985
 
csf.colorado.edu

shahar, interesting chart.