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Politics : Ask Michael Burke

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To: accountclosed who wrote (37986)	12/2/1998 5:54:00 PM
From: Knighty Tin	Read Replies (2) of 132070

AR, MSFT is so strong that it can only be attacked by the govt. and by puts in my pizzazz portfolio. Cisco is a good co., but soon to find Lucent's footprints at every co. where they make a proposal. That is going to hurt margins for Cisco. And for Lucent. Lord, I love the smell of napalm in the morning. <G> Dell is finished, IMHO. It will have another 9 months of using debt to boost its eps before it has to confess that it is a mortal co. Intel is the most vulnerable, IMHO. The others can try for market share gains when their market's growth slows. Intel has 80%, so there isn't much upside there. The greatest potential is for downside. Alpha is attacking topside. Silicon Graphics has a much better chip. AMD, Integrated and Cyrix are hanging tough on the low end. The great sales Y2K will generate is a crock. The pc market turns negative in unit growth sometime next year, and that is the end of the Intel game. MB

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