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To: im a survivor who wrote (4440)10/31/2001 7:43:52 PM
From: Boplicity  Respond to of 13815
 
Those are the stocks, the sector, the charts that I understand. Like the PC sector before, during the DELL run. Play the principles and the suppliers, look for what's unique, look for who is changing the face of the sector, look for where the money is going. All of those, san EMC (funny how san has double meaning <g>), fit the above. EMC seems fat and under attack from within it's corner of the sector and from the outside. I place EMC with ORCL, SUNW, INTC on the top shelve, something to be admired, but not looked at directly.

b



To: im a survivor who wrote (4440)10/31/2001 7:43:52 PM
From: Boplicity  Respond to of 13815
 
odd dub, sorry.

b