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

To: Robert Graham who wrote (13610)	8/3/1998 2:43:00 AM
From: Electric	Read Replies (1) \| Respond to of 42787

Bob, I agree.. there has been all sorts of talk about selling into rallys, and that is exactly what happened this week. I am under the impression that this too will pass, but for now, it is the sentiment... I still agree with Judy that the stocks that perform and are seen as such will survive the ripples that we have had, take DELL, the NAZ itself is off how much these last 10 days? I think the number is over 11 percent? DELL is off less than that with a beta that is double the average. The same goes for CSCO, even MSFT hasnt been smashed too heavily. I think I am staying where I am with my 2 largest positions since they are likely to stay afloat or even rise above the rest given a change in philosophy. It is likely that by next month that the market may reverse and things might heal internally. Who would have thought this as to happen back when we were strong internally and making great gains? Buying great companies on dips will make more me money that trying to be a prognosticator and short DELL, or any big cap that has such a great following and that so many want to own, dont forget that earnings are likely to smash the street.. I have seen nothing from the Co or any downgrades to tell me that anything has changed in Austin.... I have to give it to dennis though, making that rough short on DELL.. very courageous..