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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
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To: Lane Hall-Witt who wrote (117611)11/29/2000 7:01:57 PM
From: Dave Gore  Read Replies (1) of 120523
 
Lane, GTW's CEO said on CNBC recently that they are rapidly diversifying and growing their high-margin training, service and other non-CPU businesses. But they sure aren't there yet.

I am also scratching my head about INTC. There was so many analysts starting to pound the table on it (even this week), but did they not see the possibility of PC slowdown's hurting it in both real and psychological ways? I have to believe that most of us would do a whole lot better job of analyzing than 80% of most analysts do, especially if we had access to the info they do.
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