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

To: Benkea who wrote (59868)10/5/2000 11:05:51 AM
From: Techplayer  Respond to of 99985
 
Benkea, I totally agree. Since the mid and small caps have really taken a beating this year, they seem more apt to be looked at with PEG's well below 1. The trick is to find those that won't pull the component shortage, Euro trouble or delayed customer deployment (HLIT) out of the blue. A diversified customer base is critical in this market. tp



To: Benkea who wrote (59868)10/5/2000 7:21:40 PM
From: tigerman77  Read Replies (1) | Respond to of 99985
 
dell lost it's credability with me after it lowered it's sales projections for the 3rd time this year....also after the intl warning dell was the first to rush out and try to calm investors by saying pc demand was healthy and it remained on tract for 30% rev. growth for the year.....now 1 they don't know what they are doing or 2 a big customer was still unloading their shares...may be wrong but thats my guess....


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