To: Sonki who wrote (25537 ) 3/1/2000 4:48:00 PM From: Sonny McWilliams Read Replies (1) | Respond to of 27012
Sonki. Poly's train leaving. Nice move today. I listened to Dan Niles this afternoon. He was asked about sev. stocks that presented at the Robby Stephen's conf. He likes MU, Intc, Dell, JDSU. Those are the ones I own, so I remembered those stocks. If I can think of any more, I will post it. He has a price target of 200 for MU by next year. Orders are up and chips are about 25% up in price which benefits MU. There could be a shortage later on which would be even more beneficial to MU because of chip prices going higher in that instance. Intc did nicely. Looks like NAZ is heading toward this 5000 target price pretty soon, hopefully. Someone better increase that estimate. gg. John Bollinger liked the bands on AOL yesterday. He mentioned that AOL broke out a cpl of days ago and if AOL can hold here for the next cpl of months or at least make a higher low if it goes back, it would be a great outbreak for AOL in the second half of this year. He talked of Generals, you know, like GE etc and called AOL a General. AOL did well this morning and then we got another suit against AOL about this 5.0. Sheesh. My patience is running low but I am hanging in there. Would not want to make another mistake and sell this long term holding like I did with LU. LU went up on this news about spinning off 3 of their businesses into a sep. entity and concentrate on more profitable stuff, like optics. But there is still worry about the next qtr. Maybe I can pick it up a bit cheaper again. Did you ever buy some more bios? Bios, techs/nets and telecoms are smoking. Here is an article on some of Niles comments. Yes, he did recommend GTW also. biz.yahoo.com Sonny