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.

Non-Tech : CompUSA (CPU) -- Ignore unavailable to you. Want to Upgrade?

To: michael liu who wrote (1875)	3/29/1999 7:34:00 PM
From: Richard Makowiec	Read Replies (1) \| Respond to of 3187

Good day for cpu longs...perhaps more to come in the near future. BTW, I'm getting ready to put & short BBY...1/2 position, then another half in late April (depending on the performance between now and then). Holding all CPU shares and unfortunatly all the almost worthless May 12 1/2's calls in case something pumps it up quick (buyout rumor, decent spin-off news, etc). WILL NOT ADD CPU CALLS HERE, too much chance for pullbacks if the market back peddles, better is to add shares for the long term hold. Note: I said,"Getting ready" for the BBY play...that means no entrance quite yet...letting it run it's course until CPU announces something that will make the analysts/houses believe the price competition threat is back and never really went away...at that point they will begin moving thier favored clients out of BBY secretly and hopefully begin moving them into CPU (also secretly). Good luck CPU longs...definate 12- month hold here and the co. isn't going belly-up anytime soon (IMHO). Rich