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

To: Logain Ablar who wrote (18804)	1/12/1999 6:53:00 PM
From: Judy	Respond to of 42787

Tim, next's quarter's guidance from INTC has to be flattish since it is based on desktop and proto-type server chips. Revenues will kick in when Camino and Merced rolls out. I am prepared to catch each leg up and to tune out the noise from the pundits. MRVC ... no, not looking at beaten up value plays yet. A few months ago, given a choice between 1000 shares of IFMX (beaten up value stock with possible turn around) and 100 shares of CMGI ... well, you know which I chose. Downside risk was about the same for both, each could have easily been halved ... upside potential was the key. Focus clearly on risk/reward.