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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area

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To: Bosco who wrote (2493)2/2/1998 8:05:00 PM
From: Crossy  Read Replies (1) of 37387
 
To All:
now a short of mine (based on fundamentals)..

UNISYS finally announced to quite the PC business. Now since I firmly believe that INTC will make inroads into the RISC camp and finally conquer it (perhaps hand in hand with AMD), mfg. who finally cut out the life-saving PC-business (X86-connection) are in trouble IMHO. Just saw my hypotheses quoted recently by Ziff-Davies on the web and John C. Dvorak of PC Magazine (INTC will split the CPU market...)

Under this framework, Unisys definitely does not offer ANY preferred product proposition IMHO. (Just my 2c of course). They might want to milk their cash-flow generators for a while but strategically I think they are damned wrong..

So I predict ...

UNISYS should have troubles ahead...
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