Gary,
Your logic behind CPQ/ASND is becoming clearer.
This could be an up day for Ascend if the market is off. Ascend likes going against the grain. Its becoming the Oakland Raiders of the Network sector in my mind. Now lets bring home a trophy in '98!
Jeff
McNealy may think he can create a new world order, but Bill Gates has other ideas--and guess who's right? Gary Rivlin lays out the scenario. Macromedia: Cut! -- This multimedia prize fighter, with its dazzling Director, coulda been a contender. Is it down for the count? Hot Chips: The Silicon Manifesto -- A chip called Merced, claims John Markoff, takes Intel into a whole new realm: left field. The Fastest-Growing Distractions -- Leisure-time products and services with 30% growth are worth watching. And buying. Leveraged Buyout Firms Go Tech -- As the technology industry has matured, LBO firms have started getting in on the action, buying strategic companies in that sector to round out their holdings. Close-up: Microsoft's Bet on the Internet -- Although Microsoft's getting enormous flack for its Internet strategies, for investors, it looks pretty damn smart.
Today, Bill Gates is worth $38,964,477,220 |