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Strategies & Market Trends : Range Bound & Undervalued Quality Stocks -- Ignore unavailable to you. Want to Upgrade?


To: JakeStraw who wrote (4724)8/29/2001 10:28:57 AM
From: BWAC  Read Replies (3) | Respond to of 5499
 
Twist and Turn?

GTW lays off 25%, isn't making a profit, leaving overseas markets and Europe, and up 15 cents.

DELL makes profit, kicking the industry's ass, generating huge amounts of cash flow, is the now dominant force in computers to the consumer, to business, to schools. And is selling off 50 cents.

Ding Dongs.

And then you have the Analyst garbage to wade through. And then S&P Debt downgrades of GTW to wade through. (GTW which carries no debt by the way, just a bank revolver loan that has not been accessed in any manner).

Just genius stuff, all around.

And WCOM now $12.50 which is about 300% lower than replacement cost just to make things really neurotic.

And GX trading at 25% of the cost of their Property and Equipment.

And INTC says demand is stabilizing this quarter. Yet Analyst says not and stock sells off. Even though DELL has component inventory all the frigging way DOWN to 4 days. 4 Days. 4 DAYS of components.

And its all too Bullish, not enough Puts in the Put/Call Ratio, need to see some panic, some real panic. Sheeeeeeesh.

How about seeing some Sense. Some real Sense.



To: JakeStraw who wrote (4724)8/29/2001 12:14:41 PM
From: BWAC  Read Replies (1) | Respond to of 5499
 
TKLC alarms went off today at $15. Time to do something with it, don't know what yet though. Its going lower more than likely. I'm thinking about a Put position.