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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: jmac who wrote (6648)	3/8/1998 10:13:00 AM
From: Hawk	Read Replies (1) \| Respond to of 42787

Jmac You are completely correct, CPQ fudged the the 4th quarter number by stuffing the channel with inventory. Their game caught up with them this quarter. Unfortunately people don't want to accept reality, CPQ lied. Intel shortfall can be blamed on CPQ. Barret said they could not explain the problem. They just don't want to make one of their major OEM's mad. They know exactly were the problem was. I own a lot of CPQ and Intel and feel as if I was betrayed by them. The Big Boys on the street knew the situation and we were left holding the bag. H

To: jmac who wrote (6648)	3/8/1998 11:01:00 AM
From: Chris	Read Replies (2) \| Respond to of 42787

had a long talk with daddy jmac, going to move into damage control for bay,txn. mot i sold already. moving out of techs for awhile and into non-techs (banks,oils,consumer) i dont like how when one leader gets hit, the whole tech sector comes down. it's ridiculous. will continue to play dell, will try for msft.. another thing i might do is to follow DAILY signals for the techs since i woiuld have came out "unscathed" if i followed my daily.. and for the other non-techs -- i will follow the weekly signals. any thoughts?