Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: John Graybill who wrote (42569)	1/29/1999 1:44:00 PM
From: J. P.	Read Replies (3) \| Respond to of 53903

John, I don't know what your investment horizon is. Perhaps it is a day or a week, which is cool, however you make money is a good thing. Lets look a little longer term: Once these "tout-fests" as you term them, are over, and Dell announces earnings, what is going to continue this frenzied momentum market Nasdaq madness to the upside? And don't underestimate the impact of channel stuffing by boxmakers on demand in the first quarter 1999. Hint: CPQ recievables up in their last statement. Last time CPQ stuffed the channel, it took half a year to unwind.