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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (27262)	9/10/1998 5:21:00 PM
From: yard_man	Read Replies (1) \| Respond to of 94695

I think INTC's statement and ORCL may cause a temporary bounce -- too weak for me to play, but hey if it does turn out to be stronger I can always use a few more puts. INTC may indeed be selling more processors -- JIT and all that stuff may have helped some lately, but I'll still bet that the PC makers are ordering more than they need.

To: Haim R. Branisteanu who wrote (27262)	9/10/1998 5:50:00 PM
From: Tom M	Read Replies (1) \| Respond to of 94695

Haim <evaluating those stocks that HAVE EARNINGS.> Then why CPQ? That's gotta be the most manipulated stock (ie timed buybacks & street friends) other than MU I've seen. It's doubled in just over a year and has been 95% off on earnings the last few Q's. Why should anyone believe in estimates 1 yr out when they lied about stuffing the channel and a few quarters worth of estimates. I believed in them originally but fool me once etc..., what am I missing here? There I go again with my fundamental analysis, I have to keep chanting "earnings don't matter", then close my eyes and press BUY. <g> thanks in advance for your point of view, regards, Tom