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Strategies & Market Trends : Tech Stock Options
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To: Kevin who wrote (6688)4/2/1997 12:08:00 PM
From: j g cordes   of 58727
 
Kevin, it will be interesting to watch AMD's effort. INTC is very competitive, watch out it dosen't come out with a K6 killer. Secondly until proven otherwise I have to assume the demand is high for both. AMD has the challenge of setting a higher performance with lower profit margins. CYRX is doing well today, it may be the sleeper.

The read/write head assembly companies are doing well today. Perhaps they see strong shipments.

APM SIII IOM KMAG RDRT SEG etc

Jim
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