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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?


To: ahhaha who wrote (4157)11/26/1997 11:40:00 AM
From: Rich Goldsmith  Read Replies (1) | Respond to of 74651
 
ahhaha,

Short term INTC may go down, the Merrill Lynch guru is looking for a price in the mid-70's due to projected price cutting early next year. Long term even 'Nervous Nellies' will go with INTC (but I wait a bit before I buy) and CPQ. I understand the CEO of Micron is charging dumping of DRAM by Korea. Any thoughts on how this may impact things?
Message 2822097

Regards,

Rich



To: ahhaha who wrote (4157)11/26/1997 1:53:00 PM
From: Ibexx  Read Replies (1) | Respond to of 74651
 
Thanks for your comments.

I have owned major core holdings on INTC/MSFT/CSCO/CPQ/LU/SAP etc for sometimes and traded only 2k LEAPS options (of the above) as a hedge.

I am not a bit worried about the current market dynamics--been there and done that. The present set of economic parameters are as favorable as prior times when the market corrected itself more than 15%.

Regards,
Ibexx