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

To: Judy who wrote (6770)	3/11/1998 9:37:00 PM
From: C.N.S.	Read Replies (2) \| Respond to of 42787

Yes, Judy, I got into BAY last week. I work for a systems integration firm that uses only BAY. I have a good opinion of its products. However, BAY burned me badly in the past (pre-House) and this (my current BAY position) is my first venture into the stock market in a long time. How did you determine 27.5 to be low water-mark ? I had 28 as the support and has (28 - delta) as my low water-mark, delta being the amount of extra volatility I was willing to stomach (~1). I was perplexed by BAY's fall over Friday & this week. You have been big on BAY in the recent past and have kept up with its fundamentals. And of course you are big on my admire list. That's the reason I asked you. And yes, BAY, ORCL, CPQ are the 3 big ones on my watch list. I did notice ORCL flirting with its 25 support. BTW, I took up your q of "window of opportunity for DELL vis-a-vis CPQ" with a couple of vendor friends. The consensus was that at least for servers (which is where the money/margins are), few would buy from channel unfriendly DELL, as they involve a fair bit of specing/configuring/handholding for most customers. So going forward,when a greater % of growth would be servers, it is unlikely that DELL would have the same spectacular growth rate, say a year or so from now, while CPQ is likely to maintain/improve its. Also, FWIW, CPQ does have a tendency for attacking the lower end of the price segment in the PC market. Thanks for your op on BAY Shivu