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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Chris McConnel who wrote (14878)	3/10/1998 12:31:00 AM
From: James F. Hopkins	Read Replies (1) \| Respond to of 94695

Yep we see it about the same..it's a do or die thingy, if they round the corner they will do real good <G> But I think they see that too..and are going to do all they can to get into the high end server sector and be able to offer a broad range of products to clinets,, were the corporation can do like one stop shopping and get support with it..If they don't its a slow death. But CPQ knows how to pull the rabbits out of the hat..I would never have thought so, but I saw her turn around in 92..heck I was building boxes at the time myself and forcast her death, but she fooled me, and she ain't done to bad since. Seems like when things get tough on her is when she winds up doing the best. Jim

To: Chris McConnel who wrote (14878)	3/10/1998 1:19:00 AM
From: Mike McFarland	Read Replies (1) \| Respond to of 94695

DEC, CPQ, and SQNT...and my Kahuna post for the day. any opinion regarding Sequent? biz.yahoo.com ...and now for a Kahuna post... misc bearish links which were over on Roger's 1998 shorts thread biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com gold-eagle.com and my response Appreciate all the links, I'll post them on the Kahuna thread too. Global deflation is looking more like an important phenomenon with each passing day. Hopefully this will not lead to a global recession--SEA is enough, we dont need the oil-producing countries going down the tubes. Gosh, even Norway is at risk with crude so low. Back on topic, my short is MSFT (tho I just have a handful of puts). However I dread the day Microsoft warns, sure my puts will soar, but it's always sickening when the curbs kick in. Also hard to make money betting against, when you know folks are losing. Saw my pop's growth fund holdings: Dell, Microsoft, Intel, Compaq, thank god his money "manager" has overdiversified him in five funds, only one of which is growth. What kind of a person charges a 1% fee, only to buy funds for his client?! Those so-called money managers are theives, many of them.