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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (17711)1/2/2002 4:41:19 PM
From: t2  Respond to of 99280
 
Adding MSFT at 65.85. It's too cheap here. May also add a 1/2 position in CPQ and CSCO

That was a good move (obviously). MSFT was probably being beaten down for being the number 1 dow stock for 2001. It got to a point where it had to be bought, imho.

Csco probably was probably being bought up as mutual funds went light on telecom equipment stocks in the past year or so. You could see it in Lucent, Nortel,TLAB as well.


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