Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (21226)	11/30/2000 8:01:37 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 275872

Kash, I agree about being careful. CPQ's Capellas presents at the tech conference (CS First Boston) tomorrow. I may sell on any further bounce, but I really do think they will have a good quarter. They are doing great in Europe thanks to AMD. Shoot! There I go again talking about fundamentals. I guess I'll never learn. Pravin.

To: kash johal who wrote (21226)	11/30/2000 11:43:54 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"First except for last couple of days the DOW was doing MUCH better than NAZ. This points to your thesis that the tech wreck is due to political uncertainty as BALONEY." Kash, The DOW has been in a correction for 18 months. The NAZ and tech were much more vulnerable. On top of that just a few DOW stocks are holding up that average. I can understand Gore man like yourself discounting the election effect on the market but rarely is it just one thing that drags down the market. OTOH, single events can result in triggers...and start a chain reaction...often dragging down a market much further than it normally would go. One requisite of these events is the surprise factor... The result of this election had that... Let's see what happens when the election is resolved. I think when the markets sniff a resolution they rally big time. Then we will see... Jim