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Technology Stocks : PC Sector Round Table

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To: Mark Oliver who wrote (1380)	1/15/1999 4:05:00 AM
From: Stitch	Read Replies (3) of 2025

Mark, <<AMD Reports Fourth Quarter Results>> Again, thanks for the recap. AMD's report , of course, was a disappointment and the stock was clobbered, losing 18+%. So now we have mixed signals right? SEG and INTC surprise up. AMD falls down. So now what. I have a suspicion this party may be over. Hope everyone dodges the hangover. I currently do not have a pure DD play in motion but I am starting to sniff at a WDC short. Any thoughts anyone? Before or after earnings? What is QNTM and WDC going to say that has not already been factored in. Best, Stitch

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