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


To: Glenn who wrote (18607)3/20/1999 4:04:00 PM
From: Tim Luke  Read Replies (5) | Respond to of 90042
 
glenn,

you called this weeks ago and i did not agree with you...i was wrong by doing that and i'm a firm believer in your theory.

holdings:

pair
osi
ben franklin



To: Glenn who wrote (18607)3/21/1999 1:08:00 AM
From: Jon Stept  Read Replies (1) | Respond to of 90042
 
Glenn, re: " hitting the big tech stocks one by one...."

Hi Glenn,

Novel theory. I like the controlled correction part.

Niles made a good call on Dell, they did not meet their revenue no matter how you look at it.

INTC has been hit before, but the semis are in the beginning of a recovery so I don't see that happening anyway.

And as for Microsoft, they are on a tear. Now, if they don't meet numbers... that is the beginning of the end of an era. I don't see that happening anytime soon... they are at their zenith and as long as the computer and telecommunications industry is open and unregulated by the government, they won't come down for a while.

All in my opinion.

Jon :)