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Technology Stocks : INTC
INTC 40.16-2.9%3:59 PM EDT

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To: Harry Landsiedel who wrote (839)1/21/1998 5:24:00 PM
From: Road Walker  Read Replies (1) of 990
 
Harry,

RE: "The Wintel group continues to gain strength, from the BOTTOM up (e.g. the consumer pull). Wall St. still believes in the TOP DOWN approach, pioneered by IBM, which is to try to dominate sales to the IS groups."
Excellent, perceptive point, agree 100%.

RE: "I have taken advantage of this situation by buying more Intel and CPQ. and expect to be rewarded sometime this year."
Sooner than you think <g>.

John
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