Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (8638)	4/28/1998 11:34:00 AM
From: Jenna	Respond to of 120523

Insight Enterprises on watch list for Wednesday 29th is featured today in full page of "Investor's Business Daily " Companies in the News.. Insight is one of the top five players in the $100 billion yearly U.S. PC reseller market, analysts say. In '97, Insight, with $628 million in sales, trailed industry leaders Micro Warehouse Inc. with $2.1 billion and CDW Computer Centers with $1.3 billion. The worldwide computer reseller industry, worth an estimated $250 billion, could grow up to 15% annually over the next few years, analysts say...... Despite recent declines in the results of some computer-related companies, Insight's sales should remain strong, analysts and the company say. "We believe mail order and telemarketing is the best way to sell computers with the lowest overhead and least risk," (president) Crown said. reprinted from Investor's Business Daily Tuesday, April 28, 1998

To: Jenna who wrote (8638)	4/28/1998 11:52:00 AM
From: Jenna	Respond to of 120523

Market Correction: Greenspan is glib. Has he lost his tongue?... Since the Fed just "hinted" the market corrected with the "letting out of pressure from an overblown beach ball" that was long overdue. If Greenspan had actually called the rate hike, the market would probably have reacted much more profoundly. Think of it like this.. the higher the valuations in this market get, the more explosive will be the correction. So, I for one, would rather have a little pin prick to let out the pressure of these valuation before the balloon bursts altogether. I'm sure there will be more corrections, but I don't anticipate a long term bear market in the near future. I will still stick to my trading strategies, but I don't intend rushing out and selling my long term holds (BEN,NSOL are good examples)although I am keeping to safer Financial, Telecom, and consumer cyclicals for the long term. just keep my trading portfolio in 75-80% cash at end of the day.

To: Jenna who wrote (8638)	4/28/1998 12:10:00 PM
From: Jenna	Read Replies (1) \| Respond to of 120523

Market Correction: Greenspan is glib. Has he lost his tongue... Since the Fed just "hinted" the market corrected with the "letting out of pressure from an overblown beach ball" that was long overdue. If Greenspan had actually called the rate hike, the market would probably have reacted much more profoundly. Think of it like this.. the higher the valuations in this market get, the more explosive will be the correction. So, I for one, would rather have a little pin prick to let out the pressure of these valuation before the balloon bursts altogether. I'm sure there will be more corrections, but I don't anticipate on large, long term correction in the near future. I will still stick to my trading strategies, but I don't intend rushing out and selling my long term holds (BEN,NSOL,CDNW are good examples), just keep my trading portfolio in 75-80% cash at end of the day.