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Technology Stocks : PC Sector Round Table
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To: Doug Larson who wrote (124)3/23/1998 11:10:00 AM
From: Pierre-X   of 2025
 
Re: IM

Were I an IM long, those AST people would scare me. I would guess that any success in a BTO type endeavor would require flawless execution.

IM is going in the right direction, of course. When the rest of the sector switches to BTO I would guess that a lot of IM's business will dry up. So they're leading that transition themselves... I can't say much more without doing some research on 'em.

Let us know what you find out.

God bless,
PX
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