Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

INTC 36.32

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3:50 PM EST

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To: Sonny McWilliams who wrote (12600)	10/30/1997 11:26:00 PM
From: dougjn	Read Replies (3) of 27012

Its been a very tough three weeks... FWIW, my feeling is that it might be wise to focus a bit away from the PC area now. Although I'm sure it will rebound, I think that it and the chip makers are the least likely to sustain upward moves among the techs...for a while. We need to get convincing evidence that PC sales are strong and that demand for higher cost pcs among corps at least is strong. Not just in 3rd Q but going forward. Personally I'm focusing on telecom equip,telecom, drillers, software, financial services,and Raintree eatertainment (huge winner for me, still looks great). I keep considering Biogen. Regards, Doug

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