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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Captain Jack who wrote (15257)	12/29/1997 8:47:00 PM
From: ANANT	Read Replies (1) \| Respond to of 27012

all: CNN-Fn with Bob Walberg of Briefing.com This is what I heard: Bob thinks this is a sucker's rally and makes the following assessment in the short-term due to: . Potential Earning disappointment announcements in Jan 98 . Escalation of Asian problem in the first quarter INTC --- Should be core holding for long term very good Next 3-6 months High 50's and low 60's - Pricing pressures due to sub 1000 PC's CPQ ---- Should be core holding for longterm - Dominant PC player next 3 months high 40's and low 50's MSFT ---- Problem in Next 3 months - Tech Anal not good Dell ---- Problem in next 3 months NSM ---- Likes both in near term and longterm can go to 40 y2K Problem: CA ---- Likes near and longterm Information Management Resources -- Likes but risky We have to check how the above predictions materialize. rgds ANANT

To: Captain Jack who wrote (15257)	12/29/1997 8:55:00 PM
From: Sonny McWilliams	Read Replies (1) \| Respond to of 27012

John, I think AMD is worth a look, especially since I heard how well the K-6 is selling in Germany. But remember, it could still be a cpl. of qtrs. before things look up financially. And we do not know yet how they will handle their financial status. Just keep an eye on it until you see something moving. I will post it when I take the plunge. I think with me it's more when and not if. That way I don't get caught should VG's prediction come true to which scenario I don't subscribe. About Orcl. I would not consider it a mistake. How can we know that a company will hype their stock and sell at the same time? Insiders sell all the time for all kinds of reasons and when the company says we are doing great, why would you think differently unless you have proof? i bought at 22 1/2 and will stick with it for a while unless it does not move at all. Yes, I still like CPQ too. It is my second biggest holding. All I hear and see sounds and looks good. Even the CEO is upbeat. Could we have another Orcl here? I hope not. I am just wondering why so many analysts are down on it and calling for 44. CPQ is flying off the shelves and lots of those cpts. have Intel inside. BTW, today is my 1 month anniversary with Bell Atlantic. I am not sure what is going on. It has been really great but today I keep getting disconnected a lot. I hope they remember that they are supposed to bill my telephone bill. Next step would be IBM. Sonny