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

To: Steve Lee who wrote (60777)5/2/2002 5:47:47 PM
From: westpacific  Read Replies (1) | Respond to of 99280
 
I would go with Legend Computer in China over DELL if they ever float ADRs here!!!!!!



To: Steve Lee who wrote (60777)5/2/2002 6:01:40 PM
From: paul_philp  Respond to of 99280
 
Steve,

Thanks. You folks watch charts and I watch the technology industry (and this thread to keep me from making huge mistakes). I have been under a red flag for 2 years now. A little tedious but safe.

I am close to adding NTAP to my list. Great value proposition and they RAISED there gross margins a couple of points over the last 2 years - compared to EMC losing almost 30 pts off their margins.

Paul


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