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To: Sonny McWilliams who wrote (26414)8/26/2000 4:58:42 AM
From: Yaacov  Read Replies (1) | Respond to of 27012
 
Hello Sonny, finishing the month on good notes! The only decent month since March 2000. In April I had cashed in bonds to buy INTC, CSCO, IBM, Orcl, and Sunw. I was about to sell IBM and Sunw last night and buy back the bonds,(what I have made on these two is what my bonds gave me in div. in three years or more!) I decidied to wait and sell arround 150! IBM in particular should now make the move up, after having being depressed for over a year. SUNW is definately on the way up. In absence of MSFT,for now, SUWN and ORCL are the only two software companies that deliver. Insitutional money that would gone to MSFT are going to these two stocks!

I am glad to see the CPQ finally is moving-up. My sell target price for cpq is 100! We will get there in a year time! Any comments?

Thanks

Yaacov