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

To: Lee Lichterman III who wrote (15941)	9/26/1998 9:33:00 PM
From: Electric	Read Replies (1) \| Respond to of 42787

Lee, You never told me if you have HMTT on your list? As for IBM, notice how it has held so well during these trying times, kinda in a DELL fashion, and when the market rallied, IBM really rallied. I just think that fundies like it here and now and it cannot do any wrong. I wont touch it mind you, but one cannot ignore how it has acted in the recent lousy market senarios. I also am not going to go long on DELL just yet, with them reporting earnings after all the other kiddies, I expect problems in any and all of the box makers, IBM has enough cash to make their earnings good, but HWP will likely crumble and CPQ has the merger costs to blame for if they miss. I like a mid-term DELL call, if we get a big market decline though..