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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (14246)11/14/1997 1:42:00 PM
From: giddy guru  Read Replies (1) | Respond to of 50167
 
//gg//

Judy,

The option expiry gyrations are weighing over the negative news on Iraq, Asia and Latin America. You can observe the fierce move on some of the semi and equipment issues showing how desperate some are in bottom-picking.

Do you think the tech will bottom around Thanksgiving or even later.

DELL and CSCO are escaping any major downturn. AMZN looks oversold in the short term.

Take care.

/gg/



To: Judy who wrote (14246)11/14/1997 1:59:00 PM
From: Nancy  Read Replies (1) | Respond to of 50167
 
Judy,

I like networkers and softwares, like BAY CSCO more than COMS. semi not seen bottom yet given KLIC earnings did squat. we are too cheap on LU.

drillers will see more profit taking and will provide good entry point for 4Q earnings.


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