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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area
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To: Bosco who wrote (2538)3/5/1998 4:54:00 AM
From: Crossy  Read Replies (3) of 37387
 
Bosco & all,
today seems to be a good opportunity to pick some techstocks. INTC got burned in its own game (CPU-price lowering). They didn't imagine that Pentium-2 sales, whose prices weren't that much reduced, would catch-up so slowly.

This should be good news for Clone-X86 makers. I think that IDTI, NSM, AMD should make nice gains over this year, especially if they WOULD NOT cite sales problems in their upcoming quarterly. I further think, that AFTER THIS QUARTERLY it's time to get into AMD again. The yield problem should be alleviated by next quarter and 0.25 transition is on the move..

regards
CROSSY
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