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

To: Chris who wrote (8810)	5/23/1998 10:37:00 PM
From: jmac	Read Replies (1) \| Respond to of 42787

I am still long 1/2 of the positoin I had in MER a month or so back. I like the fundamentals of the financials. Still have CCI alshtouh I wish I would have gotten out on that infamous day when it went up 30 points or so. So, I'd get in on a ny pullback in MER. Wish I had the chance to get out of my DELL the day before earnings came out but I was without 2-way communications. You're right about INTC taking at least another couple of months. I am scared to death of another pre-earnings warning. The rumors are that another is coming. Could Kurlak actually be correct? Scarry! I have a lot of CPQ anbd it was going up with INTC as the rumor was that CPQ worked out of its inventory problem and that was good for CPQ and INTC. Now word seems to be that the PC market softened up in May. At least thats what CNBC was saying on Friday. Still holding LU, HI, RMBS, MER, DELL, INTC, CCI, WDC (what a dog!), GLM (also a dog), WCOM, COMS ( the worse kind of dog), and CSCO. Way too much in tech still and it looks like tech is now in a pre-summer correction. Take care.