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.

Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (18602)	3/20/1999 3:31:00 PM
From: Glenn	Read Replies (2) \| Respond to of 90042

I personally think they are hitting the big tech stocks one by one. Dell met expectations, Oracle met expectations. I would expect intc to get hit and msft as well. A controlled correction? Just wondering. Glenn

To: Tim Luke who wrote (18602)	3/20/1999 5:51:00 PM
From: Stash	Read Replies (1) \| Respond to of 90042

Hi Tim, Agree...caution should be used here..Mon and Tues may be down with large institutions still unwinding positions after triple witch Friday and no potentially good news on the calendar near term, except earnings warnings??? If INTC warns,things could get ugly. Just read the monthly book to bill went from 1.12 to 1.17 for the semi's, however, can not remember if this was intc specific or sector specific. Think it is industry wide. Here is the link. cbs.marketwatch.com This ratio can be manipulated by slowing the shipment of product ie.from transition to the Pent III or increased inventory..pressure on intc by amd at the low end margin chips? With MSFT and CSCO talking of strong sales this maybe an intc specific problem. How it is perceived by the traders and investors is the question? When Morgan warned about IBM we know what happened last Friday. I to remain cautious,Stan It is good to have you posting again...the thread seemed like a three legged stool with one leg missing. Off to dinner.