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


To: Michael Rich who wrote (18943)1/20/1999 11:54:00 PM
From: Electric  Read Replies (1) | Respond to of 42787
 
Michael,

You know me well, DELL is my baby, I usually lose on it but I love it. I am unsure as to how earnings will go, I think there is alot of pressure and margains will be tight. Look for a meeting of First call. Notice how there isnt alot of talk about whispers, and today was the first day that DELL has been up over four points in quite some time.

I think there is more downside to the SOX than upside. I read some articles today that mentioned the excess in orders was more of a bounce from the dreadful lows of the previous quarter and actually Book to Bill wasnt that hot.

There is alot of steam out there, meaning there is more room for those that perform and there will be alot of grief for those that dont. Reminds me of TXN of about a year ago. Perplexing how some stocks arent splitting, makes me think they know somthing we dont.

I am in AMZN, gloomy days are here, but they wont last long. I am not able to recommend anything, but there might be bargains out there beginning to surface in the internet big boys..

Good to talk to you..