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

To: Mitchel S. Untracht who wrote (12526)	10/29/1997 9:21:00 PM
From: dougjn	Respond to of 27012

Yeah. Except I'm not sure you're right on Cisco. All the PC world. I sold the Intc I bought yesterday for a quick little trade. Should have sold yesterday at close of course. Well, helps balance off some of my loses in WDC and APM. Got most of my positions in each several months ago real cheap, but the loss of former fat profits there as I waited long term has been terrible. Sold most last week. Definitely getting bad feelings about the PC techs. I think the telecom equip and software areas still ok. Financial like you say. Love my Rain. My Coms, although bought cheap, is still huring and worring me...it is sort of half network, half pc, w/some asia exposure. I think the asia thing is being a little overdone. Thailand and Malaysia and Indonesia are disasters. Hong Kong is having a terrible market crash based on overvalue real estate, but not sure that will really effect electronics issues all that much... Big problem would be further effects on Japan due to their bank's exposure, but basically I doubt if Japan will get much worse.... But I do think that earnings estimates in various areas for various reasons are too aggressive, that PCs are slowing down, chip equipment makers, chip makers, maybe some other areas of tech. Probably my coms too (but its Cheap..) Regards, Doug