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To: im a survivor who wrote (8127)10/8/1998 1:39:00 PM
From: Larry Brew  Read Replies (2) | Respond to of 10786
 
KG4, << Am I nuts >>

I ask myself that same question. :-) I see the bear market driving
almost every stock to 20x earnings or below. Time will tell. Now Dell long term, you won't go wrong. It'll dead cat bounce. If it were me, I'd dump on the next bounce and buy back in at $14 which I think is about 20x earnings. I must be crazy. I've sold off most oil to raise
investment money for banks. Got another buy in for CMB at 35 1/2.
I'll buy banks as low as they go. This sector is where the feds must
give support, or all is doom. The banks, if needed, will be bailed
out. Stocks like Dell are on their own. All in my 'not' so humble
opinion of coarse. One hell-of-a-birthday today. Wow!
Larry