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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?


To: Dana Johnson who wrote (53927)9/26/2000 1:03:25 PM
From: The Phoenix  Read Replies (1) | Respond to of 63513
 
I'm staying away from the PC business - just too uncertain these days. I don't see INTC executing in the communications components space. I sold my INTC at 131 (pre-split) and left it at that. I know that INTC looks juicy here... and it probably is... I just don't think things are going to get a lot better for the likes of INTC, AMD, DELL, CPQ, GTW, etc... Just one mans opinion though.. there are many that probably have good reasons to disagree with me.

If you're really interested in the PC sector you may want to watch these guys. As the model changes from teathered devices to small low-powered handhelds Transmeta "may" have the inside edge...

dailynews.yahoo.com