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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?


To: Sonki who wrote (12018)10/22/1997 4:55:00 PM
From: Hawk  Read Replies (1) | Respond to of 27012
 
Sonki

I did, and guess what, its also MSCO.
They seem to b selling Intel and AMAT
in tandem. MSCO was not that involved
in Intel today. Today there was some big
Instituional blocks being unloaded.

Regards

Marc



To: Sonki who wrote (12018)10/22/1997 10:13:00 PM
From: dougjn  Respond to of 27012
 
Sonki, I think GSTRf and LOR are gonna be big.

They are high risk, but no where near as high as wall st. disounts. Its a real opportunity to use indiv. invesor presective against the Street to profit.

Here's why.

Street is all about six month, yearly results. Thats mostly now people choose mutual funds, how managers get paid, etc.

LOR, GSTRf will earn nothing until 99, not much until 2000. Mega in 2002. Wall st. is discounting future earnings at 40-45%.

Now, that strikes me as a pretty good 3-5 year compound rate of return. Risks must be horrible, right? Not really. Real risk is whole program could get at worst delayed up to a year due to multiple satelite/rocket lauch screw ups. Chages expected IOR down 5-7%. BFD.

BUt, what the nerdie discounting models don't take into account is that these babies will become MEGA STORY STOCKS sometime next year. As birds fall into place, kick off date loomes only months away.

These are both potential 10 baggers. Will be 2-3 baggers at least by next year on story alone, I believe. I won't be selling, but option will be there. Currently 15% of my portfolio. Enough on their own to make me multi millions.

REgards, Doug.