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Technology Stocks : CYRIX / NSM -- Ignore unavailable to you. Want to Upgrade?


To: Investor A who wrote (22022)12/12/1997 3:21:00 PM
From: Pravin Kamdar  Read Replies (1) | Respond to of 33344
 
A good but long read:

businessweek.com

Fuchi, I hope you mean 50 contracts. If not, you are much weathier than I had thought. Good luck.

Pravin.



To: Investor A who wrote (22022)12/12/1997 3:41:00 PM
From: AB  Read Replies (2) | Respond to of 33344
 
Fuchi, I have no idea if INTC is going to announce, today or any other day, an earnings problem, but if they have anything to say, I think that will be the time to buy anymore stock. If INTC's comments are postive, that will reassure the market and hopefully put a stop to the selloff in all, good and bad, tech stocks; if INTC is going to come up short, then look out below, and start buying a few days later.

Considering that most of us believe that INTC's ASP is under pressure, I think prices will probably go lower, before higher.

Anthony
currently long on NSM, QNTM, NOVL, IDTI, AMD, SNDK and looking at MUEI, IMN and of course more NSM



To: Investor A who wrote (22022)12/12/1997 4:47:00 PM
From: Scumbria  Respond to of 33344
 
Fuchi,

During the last 6 months Intel has hired away a large percentage of the Compaq server/workstation design team. Intel is making a strong move into the very high margin multiprocessor Pentium Pro products. P200MMX chips have dropped to commodity pricing and I don't think that it is hurting Intel at all-
news.com

Here is an interesting article about the fastest way to achieve 3-D integration-
zdnet.com

Gold was up again today. AZC is up > 50% the last 10 days!

Scumbria