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

To: Judy who wrote (15413)	12/10/1997 11:44:00 AM
From: Tom Trader	Read Replies (1) \| Respond to of 50167

Sell signal was triggered about 10 minutes before you posted -- I posted it on the TSO thread

To: Judy who wrote (15413)	12/10/1997 1:25:00 PM
From: Gaston Teran	Read Replies (1) \| Respond to of 50167

The tech selloff today and yesterday has uncovered a few bargains. I think CPQ is a buy under 60. INTC has dropped 8 or so in less than 2 weeks, but I still wouldn't buy it right away, I'm still bearish on the stock. WDC is at 16 1/2 (wow!), who would have thought 6 months ago? Fundamentally it is a bargain but the disk drive sector is perhaps the riskiest sector IMO, so I try to stay out of it. MSFT says Asia is a problem yet falls only 2. I think this is a great stock to short short-term. Too many problems, and lousy earnings expected until mid '98. Anyone heard of Bethlehem Steel (BS)? I took a small long position last week when it dipped under $10 but has steadily fallen to $8 3/4 where it is now. Hoping for a bounce up to $10-11 level where it has comfortably sat lately. I think Asia troubles are real, and am hesistant to take a large position on any international tech company for fear of a MSFT-type warning, I expect more of them. Gaston