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Technology Stocks : Intel Corporation (INTC)
INTC 35.10+2.3%Nov 19 3:59 PM EST

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To: Tony Viola who wrote (48703)2/24/1998 4:37:00 PM
From: Mike Wong  Read Replies (1) of 186894
 
>>"Since day 1 of Merced, it has been planned
to run both UNIX and Windows NT. "

It's one thing to PLAN for something, and
quite another to have big guns RALLY behind
it. Compaq/DEC is kinnda a big gun.

It would have been even sweeter if IBM, SUN
and Silicon graphics were included in that
list, but they are unlikely to do so because
they all have their own hardware platforms
that run some variation of UNIX.

As far as Microsoft is concerned, I love their
stock, but at present lofty PE levels, I will
not be buying any MORE. Today's announcement
is another reminder to me that their dominance
of the market is not much better than Intel's.
As a value investor, methinks the Risk/Reward
ratio favor Intel.

Just my $0.02 worth. Happy investing.
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