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Strategies & Market Trends : Position Trading Forum -- Ignore unavailable to you. Want to Upgrade?

To: DennisToo who wrote (3427)	10/13/1998 10:49:00 PM
From: Bogeey	Read Replies (1) \| Respond to of 7247

I am looking hard at cpq right now but just cant get myself to jump in. I think that the recent news confirming slowing semi demand (off 37% I think) can only mean slowing pc demand. In line with that, the PC market outlook is much less promising than Mike Dell would like us all to think and as much as I like the level of CPQ right now, I think we are going to see some downward movement on box makers in the weeks to come..heavy downward movement with Dell leading the way. The only company I really feel good about these days is muei. This company has risen steadily through summer and into fall, and is now run by a former Dell exec who was with Dell in early days. I think Micron holds the best position right now for stable growth. Do so DD and see if you agree.