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Strategies & Market Trends : HEDGES -- Ignore unavailable to you. Want to Upgrade?

To: Laird Durham who wrote (20)3/1/1998 10:22:00 PM
From: Steve168  Respond to of 29
 
Thanks. I heard that SiGe replace GaAs story too. That is why ANAD down to $15 from $50 in 2-3 months. I will research your idea. My first feel is the Bull has momentum now so I will wait a little bit to short any stock. YHOO, AOL and BBY all soaring on unjustified fundamentals.

Best, Steven



To: Laird Durham who wrote (20)4/3/1998 10:56:00 PM
From: Steve168  Read Replies (1) | Respond to of 29
 
How about long CPQ and short AAPL?

CPQ is the PC leader and trading under PE 20. AAPL is overhyped/overhoped by Steve Jobs involvement. I think AAPL is going to continue thrink and lose money. The PC are selling $800 and soon $600. AAPL's computer is still expensive.


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