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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: carepedeum2000 who wrote (37306)	10/4/2000 8:56:02 AM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Its a good strategy, Carpe. Anything with the word "Neutral" in it is a good strategy at this point. . . until we begin to see leaderships and volume or we get some serious economic news which could show us that the way ahead is clear. I believe, as Greenspan has said many times, that it is due to the amazing growth in productivity that we can sustain such a strong economy with no signs of inflation. And I believe that our productivity is still improving. There are still thousands of stodgy old plants where some high-speed communications and information could turn their bottom line upside down. Carpe, careful relying on DELL. It was once the darling of the street, true. But today I believe it is seen as just another appliance company. . . or box maker like Gateway, Apple or Compaq. . . .Though lately I've been more impressed with the product lines coming out of Compaq and IBM than any other box maker. . . however, I doubt IBM has much of a market impact selling consumer goods ONLY off their website. That was a foolish move that could could cost them dearly and take them years to fully recover. I like the idea of playing opposite the gaps, except that the gaps are rarely large enough to matter. . . and are often confused. . . For instance ARBA & CMRC could be gapped down while PPRO and ITWO are gapped up. I think your "Drip, drip, drip" sums it all up best. Rande Is