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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: George Schulte who wrote (5407)10/15/1999 10:18:00 AM
From: The Phoenix  Read Replies (1) of 63513
 
George,

I see Jorj already answered...and well....he's the best. I would echo most of his comments.

Dump your DELL - Box makers can't generate the earnings.
IBM - the run is over. Sold the hardware and is now only an integrator/consultant. Can they generate the revenue? Lots of questions.
AOL - iffy...you could lose you could win. Slow to deliver on broadband.
ATHM - I tend to like it here

Think about some infrastructure companies but you'll want to wait until November......

OG
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