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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Clint E. who wrote (16059)	5/16/1998 6:54:00 PM
From: j g cordes	Read Replies (1) \| Respond to of 68380

Hi Clint.. a present from Bill wire.ap.org

To: Clint E. who wrote (16059)	5/16/1998 11:40:00 PM
From: Foad	Respond to of 68380

Clint, Thanks for the analysis. IMO the MSFT/DOJ deal failure qualifies for the BAD news breakout of the weekend. The bears should have a good Monday, but AG's comments could determine the short term direction. Even if DELL makes the numbers, the prospect of CPQ's new BTO strategy (if successful) should slow down DELL's gains in market share. The street is rewarding DELL with too high a PE. After all this is just a box-maker whose fortunes could change with their numerous heavy-weight competitions' performances (CPQ, HWP, IBM, GTW.) Money managers will realize that this is not same as INTC of 1994-1996. That PE should come back down to earth. IMHO. Foad