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   Technology StocksRandom Musings of a Virgin Trader (was Dell Diary)


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To: powershred who started this subject10/1/2000 5:49:39 PM
From: powershred
   of 210
 
WHERE TO NOW?
With INTC, MSFT, and most likely DELL not having any fans buying them (most likely considered dead money till some event kick starts them). CSCO remains to be the only one of the four horsemen left.

Does this mean its the begining of the end? Don't know. Sure, while the three horsemen are limping...CSCO seems to be still tickin despite the showing of its stock price...its backlog swells to $3.8B but is it enough mustard to please the wieners?

yahoo.cnet.com
207.61.23.99

SO...with the "known" quantity being...
- high oil prices...rising costs may not be far behind..
- three horsemen sick....can one pull out?
- october nasties...

the bright side...
- the three horsemen are from the "old" tech economy where business is pretty much saturated...
- CSCOs' business most likely has just started to take off....
- will OPTICs and Fuel Cell be the "darlings" from now on?
- what else could be so bad? would you believe MSFT could be had for $60?
207.61.23.99

or INTC for $43?
207.61.23.99

or DELL for $31?
207.61.23.99

But why is SUNW still barely touched at $116?...OR
207.61.23.99

or EMC at $99?
207.61.23.99

or JNPR at $218
207.61.23.99

or CIEN at $122
207.61.23.99

Go figure.....JNPR, CIEN are even sporting nosebleed ratios..and we won't even touch that!...not that we care about fundamental stuff...

How low could the NAZ go?
207.61.23.99

Looks like...
-if you havent sold...its to late to sell...
- what else could drag this thing down?
- are we in a bear market?
Message 14489529

Or is this an opportunity to load up? specifically on NT, BLDP, GLW....

Deja vu all over again?
Message 11578883

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To: powershred who wrote (175)10/1/2000 6:16:24 PM
From: powershred
   of 210
 
Vendor financing goin sour?
washingtonpost.com

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To: powershred who started this subject10/4/2000 11:33:02 PM
From: powershred
   of 210
 
DELL warns...trades $25 afterhours...

Pretty nifty toy..
powershred.homestead.com
now, if only i could improve the resolution...

the meat...
siliconinvestor.com
Message 14516068
Message 14515987

So lets see.....INTC and DELL warns...can MSFT be far behind?...what are the implications?...long coooollldddd winter?

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To: powershred who started this subject10/7/2000 12:14:11 PM
From: powershred
   of 210
 
WORRY WORRY WORRY....October's just too scary!
siliconinvestor.com

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To: powershred who started this subject10/9/2000 2:57:04 AM
From: powershred
   of 210
 
More BOMBshells?...while its great to have cash...the problem lies in when and how to spend it!...

siliconinvestor.com

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To: powershred who started this subject10/10/2000 2:11:20 PM
From: powershred
   of 210
 
Shooting myself? 4,000 NOK at 35.313
Bought on the heels of MOT earnings day...NOK down $2 on no new developements...if MOT does ok...NOK should be fine...if it doesn't...where's the floor?

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To: powershred who started this subject10/11/2000 11:04:03 AM
From: powershred
   of 210
 
NOK out at $33...$8K loss..MOT meets but concerns over revenue pounded home the concerns...YHOO meet but...

siliconinvestor.com

Lucent warns again...smacked to $21
siliconinvestor.com

How the mighty have fallen...
NT $61
DELL $23
INTC $36
JDSU $88
GLW $83
BLDP $89

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To: powershred who started this subject10/16/2000 12:31:47 AM
From: powershred
   of 210
 
NAZ goes up 7% one day....REVERSAL or fake ORGASM?
siliconinvestor.com

Looks like a double bottom has formed on the NAZ....??

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To: powershred who started this subject10/16/2000 3:57:03 PM
From: powershred
   of 210
 
2500 NT at 66.938...

System1 Buy (GR/NS)
System2 No Signal yet

Lucents' woe..NTs' gain? JNPR kicked...no warnings...wildcard...IBM and MSFT and INTCs' report this week....

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To: powershred who started this subject10/17/2000 1:26:50 AM
From: powershred
   of 210
 
Changing of the guards? MSFT@$50; INTC@$35
MSFT
siliconinvestor.com
INTC
siliconinvestor.com

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