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Technology Stocks : ADTRAN !?!
ADTN 9.220-1.6%Jan 30 9:30 AM EST
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To: Crossy who wrote (318)4/21/1997 12:12:00 PM
From: Bosco   of 766
 
offtopic (x86)

hi Crossy;

Since you are a hardware consultant, thought i would run this thought by you. The weakness of AMD and CYRX despite their great earnings is due primarily to people waiting for INTC next move in the price cutting front. This is more psychology than anything else, since both AMD and INTC (and probably CYRX) have already sold out their highends for the next 3 months. What's your opinion?

If INTC plays its card right, which it normally does, by not cutting too deep but enough to appease the 1st tier, i.e., a small margin of premium for the "INTEL INSIDE" brandname, and so long as DELL and CPQ etc are doing brisk business, all 3 should move higher once the bear goes back to hibernation.

regards

Bosco
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