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


To: bobby beara who wrote (42734)3/11/2000 7:30:00 AM
From: Haim R. Branisteanu  Read Replies (3) | Respond to of 99985
 
BB, was also contemplating that on DELL, but there are more over extended stocks in the same server/pc industry like SUNW.

Even that IBM over sells SUNW including the High End SUNW sports an P/E of 120 and IBM 28-30. Remember SUNW is a mania stock similar to CSCO.

As to DELL a pair trade long CPQ short DELL would be interesting.

BWDIK
Haim