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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic
INTC 39.50-3.1%3:59 PM EST

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To: Captain Jack who wrote (15257)12/29/1997 8:47:00 PM
From: ANANT  Read Replies (1) of 27012
 
all: CNN-Fn with Bob Walberg of Briefing.com

This is what I heard:
Bob thinks this is a sucker's rally and makes the following assessment in the short-term due to:
. Potential Earning disappointment announcements in Jan 98
. Escalation of Asian problem in the first quarter

INTC --- Should be core holding for long term very good
Next 3-6 months High 50's and low 60's -
Pricing pressures due to sub 1000 PC's
CPQ ---- Should be core holding for longterm - Dominant PC player
next 3 months high 40's and low 50's

MSFT ---- Problem in Next 3 months - Tech Anal not good
Dell ---- Problem in next 3 months

NSM ---- Likes both in near term and longterm can go to 40

y2K Problem:
CA ---- Likes near and longterm
Information Management Resources -- Likes but risky

We have to check how the above predictions materialize.

rgds

ANANT
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