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To: wily who wrote (39185)9/27/1998 7:04:00 PM
From: Skeeter Bug  Respond to of 53903
 
>>I'm not sure which news you are referring to<<

wily, i was referring to the news you cited in the post that i responded to. intel funding added mu capacity so other dram players must follow suit to stay price competitive will not solve the fundamental over supply problem. it will make it worse.



To: wily who wrote (39185)9/27/1998 8:30:00 PM
From: wily  Respond to of 53903
 
Nikkei opening strong: Up 2% in first half hour. Bears gotta hate it.

wily



To: wily who wrote (39185)9/27/1998 8:44:00 PM
From: wily  Respond to of 53903
 
biz.yahoo.com

Sunday September 27, 7:49 pm Eastern Time
Strategist Minervini sets stock picks in Barron's
NEW YORK, Sept 27 (Reuters) - Mark Minervini, a strategist who told his clients to sell equities just ahead of the U.S. stock market's plunge in August, has turned bullish again and likes stocks including Yahoo! Inc. (Nasdaq:YHOO - news), Apple Computer Inc. (Nasdaq:AAPL - news), and Biogen Inc. (Nasdaq:BGEN - news), Barron's said.

Minervini, president of West Haven, Connecticut-based Quantech Research Group, says avoid sectors that are capital-intensive and slow-growth, with limited pricing power and deteriorating profit margins -- like cosmetics and airlines, Barron's said in its September 28 issue.

His recommendations include, Network Appliance Corp. (Nasdaq:NTAP - news), Macrovision Corp. (Nasdaq:MVSN - news), Dendrite International Inc. (Nasdaq:DRTE - news), Broadcom Corp. (Nasdaq:BRCM - news), TSI International Software Ltd. (Nasdaq:TSFW - news), Cox Communications Inc. (NYSE:COX - news), Abercrombie & Fitch Co. (NYSE:ANF - news) and Legato Systems Inc. (Nasdaq:LGTO - news).