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A Market Neutral Tech Strategy for Turbulent Times

what are your thoughts on ORCL , CSCO and ACN? Very informative article, in plain english ,thanks a lot,
TIPALIA
Nov 26 17:29 pm |Rating: 0 0 |Link to Comment |View article
Tech May Be a Wreck, But This Isn't 2001

Hi Alan, great work ,a lot of anticipation in your work and people with a vision like you usually succeed. It s no good to be too aggressive but not being aggressive enough coud be missed opportunities. What about YHOO
in anticipation of a takeover by MSFT? Do you think it could still happen? and if it does it should be at a nice premium isn t it? Many thanks for taking the time to answer to the questions of the small investors like me.
Nov 17 09:52 am |Rating: 0 0 |Link to Comment |View article
10 Ways the Financial Meltdown Impacts Tech

excellent views ,many thanks for sharing it with us. Do you have any thoughts on PAYX? I am waiting for CSCO to trade below 20$ ,am I too greedy ?
Oct 04 09:41 am |Rating: 0 0 |Link to Comment |View article
Citi Cuts Estimates, Targets on Many Software Stocks

why would you own SYMC? did you see its chart for the last 5, 6 years?
I am also very disappointed with CTXS ( I hold it too long) and VMW ( I don t own it directly but own EMC). Would love to know their opinion on CSCO though.
Oct 02 11:55 am |Rating: 0 0 |Link to Comment |View article

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
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Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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