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.

Non-Tech : Philip Morris - A Stock For Wealth Or Poverty (MO) -- Ignore unavailable to you. Want to Upgrade?

To: Rarebird who wrote (1699)	5/30/1998 2:54:00 AM
From: Stoctrash	Respond to of 6439

You're not to far off the mark on some points. On the other hand, ....why haven't you traded in and out of Divi-Dog a few times by now? I've been in and out 2 times!!! But still holding a core position from 18-20. Look at Divi...you get the chip biz for free in the teens. Short BRCM instead....much more fun...see XLNX for hint. I sold my last bit of INTC at 82+ and kicking back, but all this stuff is just corrective activity so far....bear not out yet. Chip biz in general could get really ugly for some this summer......take your swings. fred

To: Rarebird who wrote (1699)	5/30/1998 12:03:00 PM
From: Gary Korn	Read Replies (4) \| Respond to of 6439

Rarebird, Very nice analysis of MO and some tech stocks. Thank you for the time in doing so. Notwithstanding the social stigma and the litigation threats, I recently added MO to my accounts because of the reasons you cited. I do think that a slowing or correcting market favors undervalued dividend plays. Does anyone here have any thoughts on any such dividend plays other than MO (and outside of the tobacco sector for diversification)? Gary Korn