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Non-Tech : J.B. Oxford -- Ignore unavailable to you. Want to Upgrade?


To: frank meysamy who wrote (1831)4/16/1999 10:10:00 PM
From: Patherzen  Respond to of 2220
 
Enjoyed reading your opinions. I sold DELL last week to lock in profits. Don't like what I'm reading about Asia making sub $500 pc's.
Everyone will own one like a TV set and telephone. I am not sure DELL
will continue to have its 21% marketshare. CPQ earnings are only the beginning. As for market. I think we are already in a pull-back, especially in the NAS. Everything I am reading confirms the shift of major institution money out of tech (including nets) and into other sectors like cyclicals, oil, airlines, etc. I am going to play a few short term spikers (NAVR, maybe BKS, CSE, maybe add more LPGLY cause NETP IPO's this week I believe. Would absolutely buy JBOH if it
falls back under $10 range. Being cautious now. Have cash...can buy...
Have a super weekend Frank... Regards...Patherzen