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Strategies & Market Trends : Sonki's Links List -- Ignore unavailable to you. Want to Upgrade?


To: Sonki who wrote (69)4/7/1998 6:32:00 AM
From: ANANT  Respond to of 395
 
sonki: Dell e link

Thanks for Dell link. Look for AMD and e-trade earnings today.
I heard Hughes Johnson of First Albany. I respect his analysis - a balanced ans moderate guy. He likes very much Chase Manhttan on a pull back.This could also be in the game. I think we should add some financial stks or a mut.fund like Invesco-Fin.svcs like drugs in the portfolio. I used to own this and made good money.
He thinks the mkt is moving too fast in too little time. It would be very healthy for a little pause in short term for the bull to assume its rampage.
See how powerful the lobby of CCI and TRV. They were able to contact Green and Cinton for their blessings before they announced merger and also. They could influence get the Congress to introduce the necessary legislation. I doubt we have such strong lobbies in Congress. I would have expected INTC and MSFT should have that. They are in bad shape wrt congress with Justice investigations.

Fut up: 2.80 - The Mot turmoil can pull techies down. It appears Intc is looking for such opportunities to go down.I do not own much MOT. It is a great co. to be in core portfolio. I am not able to find the bottom of this. Anytime I touch this I lose money.
interactive.wsj.com
MSFT CE oper. system
interactive.wsj.com



To: Sonki who wrote (69)4/7/1998 9:10:00 AM
From: ANANT  Read Replies (1) | Respond to of 395
 
sonki: SUNW downgrade

SUNW downgrade by Morgan due to HWP NTsytem.sunw is down pre mkt 1.5. see the following before bell

dell -5/8
intc -1/8
msft -1/2