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To: yard_man who wrote (90487)4/5/2001 2:17:27 PM
From: marginmike  Read Replies (1) | Respond to of 436258
 
hey I guess Sox will be up another 100pts

13:49 ET B of A on Semis : Banc of America Sec. continues to believe that it is too soon to aggressively accumulate chip stocks, noting that valuations are significantly higher than reached in each of the last two downturns; firm expects earnings disappointments in March and June qtrs to be nothing short of spectacular; expects to see some unexpected operating losses as we enter the June qtr.
Briefing.com



To: yard_man who wrote (90487)4/5/2001 5:46:09 PM
From: Earlie  Read Replies (2) | Respond to of 436258
 
Tip:

I held on to only three stocks when I cleaned out the stable two days ago. All three of them were "mortally wounded". RAD is the lead dog of the current group and of course performing as expected. Stocks that have huge cement blocks tied to their ankles (entitled overwhelming debt) have a tough time swimming at all, never mind up stream. (g)


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