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Technology Stocks : ESST-the new beginning.

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To: Steve Reinhardt who wrote (2242)	1/11/1999 10:02:00 PM
From: Ram Seetharaman	Read Replies (1) of 3493

I own Compaq and at this rate it is going to hit $ 60 soon! INTC for sure will see $ 180. I am not that sure about AMD - though I see it going up in the immediate future. AMD can never be consistent. They always goof up down the road. They had quality problems with their K6 chips during production, though it is behind them now! Getting a "Big Cheese" guy from Disney or Microsoft will be great for ESST - but Chan may not offer good terms and conditions or give them a "carte blanche" in marketing. The "Chinese connection" is cryptic. It works! But in order to know "how" it works, you have got to be part of it and digest their unwritten rules. Fong is used to handling big money and he has a good technical and legal background. Remember CALPERS is the largest pension fund in USA worth more than $ 100 billion. They have a reputation of buying any company stock by the million, go into the company board and really "kick ass!" and turn things around and they usually do it through lawyers.

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