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Hi guys,
Im back. (will be full time in the very very near future). Where was I ?
Slogging my ass off , where I drowned nearly everthing and more important
lost time. Busted our backsides trying to work this thing.
Havent been tracking the market. Enron caught me unaware but wasnt tracking
it either.
If you understand spanish .www.solinfotech.com
Ok heres my take (No techs at this moment)
Tech Bias : A
Objective bias:B
Personal Bias: C
Microsoft
A = Not analysed
B= Negative
C = From highly negative to neutral.
CSCO :
A = NA
B = Neutral
C = Neutral
CSCO will be spun off into atleast 3 different companies. CSCO is NOT
Lucent, they do have a lot of junk but fairly good quality. In the interest
of increasing "Shareholder Value" it is but a matter of time before you see
it being split . (The real reasons are different this company is a BLOATED
company, call it Bloatware if you like)
Oracle :
A = NA
B = NA
C = Neutral to VERY NEGATIVE.
IBM
A = NA
B= Positive
C= Neutral.
HP
C=Negative if merged with compaq.
Amen
Rajesh
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