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To: TCGNJ who wrote (10847)12/13/1997 6:55:00 PM
From: Ibexx  Read Replies (1) | Respond to of 77400
 
TCGNJ,

Here is my bias:

ORCL, perhaps; COMS, no; DD, never--highly cyclical, low-margined, low "entrance barrier" and thus cut-throat competition.

Telcos such as QCOM and ATI are much more attractive IMHO.

Regards,
Ibexx