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

To: Lee Lichterman III who wrote (19281)	2/5/1999 7:37:00 AM
From: Electric	Respond to of 42787

Lee, Real quick, I agree on your assesment of MU and DELL. I would consider DELL a core hold and an add on any weakness, but somthing tells me tha they arent going to fare well even if they beat nummbers by a penny which I am sure will be the max that happens. There has been alot more competition in the PC group and DELL already has high expectations. I would prefer to play the bounce up after earnings fizzle (if it occurs). I have played the earnings game with DELL and it never works out, sell on the news is usually accurate. As for MU, since Tom K tried to knock INTC, MU will likely fare the same. I dont think it will last too long though so be careful. I am not impressed with the long term outlook for MU, I think we agree on that issue. Sorry but I gotta run to work. later...