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Technology Stocks : PC Sector Round Table

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To: Mark Oliver who wrote (409)	5/22/1998 5:35:00 PM
From: appro	Read Replies (1) of 2025

Mark, I perused the thread and came away with impression that the disappointment in market comes from a sudden shift by management from unbridled optimism about the SMOD memory module potential for PCs to a mix of uncharacteristic concern and declaration that the company focus is now on embedded computers. I would think everyone should be excited about this as I truly believe embedded smart devices will dwarf PCs as we know them now. But if IOM were suddenly to announce their future will focus on portable communicator devices, the faithful might be equally shell-shocked. IMO.

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