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To: Tony Viola who wrote (99255)2/16/2000 11:26:00 AM
From: Road Walker  Respond to of 186894
 
Tony,

Thanks for the info on Cobalt. I looked briefly at their fundamentals, they only did $9 million in their last reported quarter, but are growing very rapidly qtr. over qtr. (and losing money).

Maybe these servers with limited, defined functions are the next next thing. It would be unlike Intel to go into a small business category where they didn't see significant demand growth.

There is also a thread on SI:

Subject 30622

John

stocksheet.com