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


To: Boplicity who wrote (76670)5/8/2001 7:55:57 PM
From: t2  Read Replies (2) | Respond to of 99985
 
RE: Michael Dell's comments that they are going to force consolodation in the PC business. Just read a story that emachines is putting itself up for sale.http://biz.yahoo.com/rf/010508/n08598213.html
Looks like Dell wants to drive the 2nd and 3rd tier PC makers out of business.

and..want to do that before the launch of Windows XP!
Great strategy.

BTW--dumped Cisco --did not want to stay long Cisco ahead of earnings but might buy again if it drops in the morning...for only a trade. It might not move either too much. Cisco will probably not be a market mover in the coming weeks..only a follower of the trend, IMHO. Still looks like MSFT will be the driver of the Naz.