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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Eagle who wrote (5310)	4/9/1999 7:15:00 PM
From: Rande Is	Read Replies (2) \| Respond to of 57584

Eagle, I can't recommend anything, legally. There will be incredible volume in CPQ, but it will probably open much lower, so it is not going to be pretty. I will be leaving CPQ in the long ports, because that is the way they are designed. . .I will make changes all at once or not at all only. I doubt if Monday is the day to sell CPQ. . . .but it is never truly predictable. Compaq has consistently disappointed in both portfolios for the last time. IBM is my preferred computer maker at this time. MOT has earnings out Tuesday. And I have a feeling about them coming in better than expected. I think MOT may be a sleeper. But perhaps going toward something OTHER than high-tech. WMT and MCD are looking better and better. I am getting the feeling that high-tech is going to take an enormous hit if INTC comes in low on Tuesday. In fact, I think we could see the whole high-tech market sell-off in anticipation of this report. And if it is bad, it will be a long summer before many return to see the highs they enjoyed. So I am looking to be a seller of some high-tech that might be exposed to bad news. . .on Monday.