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Strategies & Market Trends : Sonki's Links List

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To: Sonki who wrote (98)	4/22/1998 8:20:00 PM
From: ANANT	Read Replies (1) of 395

sonki: network computers digital-jam: intc,ibm.sunw are joining to develop network computers wth intel chips. msft may not like this arrangement as it wants to delay the ncs'. I heard on the CNBC that the after hr clos msft is 96 (down 3). I may lose my money on MSFT options if the stk goes down. msft e analysis: Lehman Bros: gth good now. msft says it may not have the gth in the next 3 qrts. internal msft plan is conservative about asia. 120 m desk tops are on can take win 98. robust mkt. 15% will upgrade (say 15 m @80/sys) this is followed by nt 5.0. briefing.com guy: MSFT? 10-15% correction coming in naz. Intel? hassome troubles ahead- several more qrts - NC's: to optimize java on Intel chips - avoiding Intel - MSFT: buy msft on weakness Q&A: SUNW: difficult in short term 35 ORCL: hold LU: This is a paradim shift play away from Intel on bandwidth. It should be part of core holding. Buy it on any weakness.

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