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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Terry Whitman who wrote (33987)	4/10/2002 3:17:26 AM
From: sean sanders	Read Replies (1) \| Respond to of 52237

ya I have been itching to get in WCOM ... 5 and some change ... that seems quite cheep. analysts seems to be having a field day lately... also have been keeping an eye on SUNW ... you would think everyone stopped using their computer and phone lately with how drastically people react to less then expected earnings etc ... people are probably going to have to get used to that since some of the cover ups might not be able to ocure as easily now. Sean

To: Terry Whitman who wrote (33987)	4/10/2002 3:33:39 AM
From: Lee Lichterman III	Read Replies (3) \| Respond to of 52237

Terry I agree with most of what you say as for wireless not going away and I have been bullish on the cables all year but have been wrong. The issue with these two groups is debt and unfortunately, it is a tough question to answer. In a "normal" market these would be penny stocks to buy a few thousand shares of to put in a drawer and forget about and in 10 years, half would be gone and worthless while the survivors would go up for nice gains but they are still priced a bit high for that type of strategy. I am not sure what the strategy is to play these though I am leaning towards bonds so a person at least gets something in case they go under. I few here have played SBC for over a year to my amazement as I see them as a company that had the market pretty much cornered yet seemed unable to chew gum and walk at the same time. Every time they look about ready to break out, they announce they screwed up once again and down it goes to a lower low. One of these times, they will eventually make it. Even I am starting to think they are overdue to accidently have one good quarter. At least it shows they are honest as CSCO would have eaten a huge loss one quarter just so they could pigeon hole some cash to put together two good quarters before having to come clean again. -gggg- SUNW, I have no idea about FA wise. They have priced their servers so high that no one wants them anymore. For our website, when I was pricing a new server, I found that I could buy a simple DELL or home made server and load it with LINUX and do the same thing a SPARC would do at about half the price or less. JAVA is a bloated program and not much good for full applications. I tried programming a chart program in it and before I was even half done, it ran so slow I decided to abandon the idea and go back to using Visual C++. I don't know where they plan on making their future money but haven't kept up with them much lately so they may have a new line up their sleeve. I love CSCO but they are apparently still hurting as I was talking to our networking guys for the base and they were telling me that although the used stuff from EBAY has been used up for the most part, CSCO themselves are offering a FREE switch for every two hubs the base sends them. Our network was anitiquated and built on hubs causing major traffic jams and we have been using this as a free way to upgrade our base network and are about done. By the time CSCO gets out of trouble, we won't need any new equipment. -gggg- ORCL and SEBL still seem to have a future but how many more companies still have to spend? I don't have an answer but as many have written here, it seems most IT departments want to se immediate results and the competition is getting fierce for contracts. IBM and CPWR just go to show that not many firms are demanding IT right now. I think these two ( I mean ORCL and SEBL as teh two ) probably hold the best promise if there is enough companies that need to get up to speed. For the market as a whole, new highs and new lows on my system have been actually doing better than the indexes make it look and using just this indicator as a buy sell signal which has worked in the past, it is almost to a sell already. It appears they are buying the smaller weighted stuff and selling the large caps. With Donald being in a buy program range now, I guess they could buy back some of the heavy weights and move the indexes up while the smaller issues take a breather but it just goes to show that the market is doing OK, just not in what everyone is still trying to play from the late 90s. Challo had a list of stuff on John Pitera's thread that has done nicely and I have a list of about 100 stocks that are doing well also while the big names have been dropping. This is a market of stocks instead of a index market for now. As I said this weekend, resteraunts, contruction, Defense, golds, etc have been doing great. Dividend stocks are going vertical right now to where I sold mine and am feeling dumb watching them zoom even higher now that I am out. HR and HCN look like internet stocks now climbing 3-5% a day and I have no idea where they are going to stop and can only watch. I guess everyone wants a place to park cash and this has become a place to do so with bond yields down and no "safe" stocks left in other sectors. Good Luck, Lee

To: Terry Whitman who wrote (33987)	4/10/2002 9:43:29 AM
From: Paul Shread	Read Replies (3) \| Respond to of 52237

I'd like to see your shopping list, Terry. I show ORCL as being 20% oversold, by the way. That compares to other big name techs, which are almost all vastly overvalued. CSCO should be a $6 stock, and AMAT about a $2 stock (not joking on those). DELL is 40% overvalued, and MSFT 20%. All FWIW. Of course, rising fundamentals would help that picture, but they'd have to rise by a lot.

To: Terry Whitman who wrote (33987)	4/10/2002 9:58:59 AM
From: Paul Shread	Read Replies (1) \| Respond to of 52237

Check out the amount of money in the Rydex telecom fund: Message 17309288