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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (38471)	4/10/2001 11:01:33 AM
From: Jerry Olson	Respond to of 50167

SOLD MYGN AT 40.90 IN AT 38.39...SOLD CMVT IN AT 55.40 SOLD IT AT 57.15.. STILL, LONG IBM AT 97.25 WILL WATCH HERE HIGH ADX ON THE FUTURES 5 MIN CHART..LOOKING FOR A PULLBACK OFF THIS BALLISITIC RUN UP...

To: Jerry Olson who wrote (38471)	4/10/2001 11:05:47 AM
From: 2MAR$	Read Replies (2) \| Respond to of 50167

this SONS a pretty big earns play tonight in the networking took some short at $20.80 sporting a $4 1/2 bil cap here ... ah what the hell short some IBM too $98.10 Merrill On Enterprise Hardware : Comments from Merrill Lynch conference call on the Enterprise Hardware sector; SUNW -- even with only 15% revenue growth assumptions think there is 15-20% upside to stock (historically 25% revenue growth)... EMC -- thinks there is a lot of upside to the stock; margins are down in model... HWP -- currently channel issues and computer systems losses will hurt upside that are currently in the printer area.... IBM -- thinks stock is fairly valued now.