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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (20553)	5/4/2001 1:56:26 PM
From: American Spirit	Read Replies (1) \| Respond to of 37746

Sluggish computer sales are priced in. Look at HWP near 52 week low and 17-18 PE. AAPL at 24-25 but with half that in cash. Priced to rally 20% here into what will be a .50 Fed cut. I posted the UIS statement that recovery is visible for them now and they expect a strong 3rd-4th quarter. They also have some high-margin products coming out in September which helps them. Still believe IBM will hit 124 within ten days which would be IMHO a short-term top. But IBM should hit 149 by winter.