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To: van wang who wrote (747)1/13/1998 7:45:00 AM
From: van wang  Read Replies (1) | Respond to of 1229
 
thursay is big day for us...DEC and SUNW report..they will set the tone up to Q reporting for us which is Jan 28 1 pm PST...if they both report strong earnings from servers in Europe then we should shoot up...they will prob. do this...so the time to buy is now IMO

today semis will gyrate as INTC, AMD and Lattice report

also, all intl asian mkts point north yesterday

cheers



To: van wang who wrote (747)1/13/1998 12:51:00 PM
From: Gordon Quickstad  Read Replies (1) | Respond to of 1229
 
Well, maybe the stock market is going to get some of that retirement and bonus money from the end of the year, after all. I just didn't think it would all be used to push bond yields down. Also, there is a component to the Asian currency crisis that is a confirmation of American business and technology acumen.

Looking at the chart for SQNT, it looks awfully good. The PE ratio is about 31, even after all the ramp up expenses for NUMA-Q 2000 and the stock is way down from recent highs - all in a company that is strongly poised with successful new products. However, stocks are like wild animals - don't over-trust them.