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gtober

07/13/04 4:12 PM

#268642 RE: Zeev Hed #268639

i was just thinking about that myself. PnF has a Price objective of $25. I think that's too low.

If there is a print of $46, I think get out of dodge. But, this might be a good buy right here?


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cy esp

07/13/04 4:15 PM

#268643 RE: Zeev Hed #268639

Don't know Zeev, I wish I had followed you (and your advice) and gotten out around 50.

Ask me about energy, at least I know something there. Re:CAH I'm as blind as a bat in a chimney on a moonless night, if I can paraphrase you.

Good luck, Cy
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jdaasoc

07/13/04 4:20 PM

#268655 RE: Zeev Hed #268639

Topline numbers for 3Q are flat with 1st & 2nd.

Not a growth company anymore.


They areonly meeting numbers by cutting out 3% rebates they normally handout.

DELL on chopping block as well.



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hawk

07/13/04 4:32 PM

#268672 RE: Zeev Hed #268639

Looks like your call for Naz 2300-2500 died today with Intels numbers