SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?


To: Sonki who wrote (15685)1/6/1998 1:13:00 PM
From: ANANT  Read Replies (1) | Respond to of 27012
 
sonki: Thank your post on telecom stocks.

nc/pc is a very controversial issue. People are emotional on this issue. It is similar to discussions which language you want to use to develop an application? Fortran, C, assembly etc. We have two camps in our family for nc/pc. We do not have an answer. Only time will tell and market forces will determine that. I am sure each one will establish a place for itself.

Cpq wants to use amd:

It is question of economics. When once Intel comes with a stripped version of Pentium II hopefully by the end of 2nd quarter as I understand, it will be cost-effective and can match or surpass competition. CPQ will then switch back to INTC. No loyalty in this business - pure economics.

rgds

ANANT




To: Sonki who wrote (15685)1/6/1998 4:10:00 PM
From: Dennis  Read Replies (1) | Respond to of 27012
 
Sonki, Buy more DRILLERS !!!

Only kidding, gg

I got out early today. :o(

I bought AMAT, fido Real Estate,(it is loaded with reits), and fido Equity-Income Fund for my rollover from annunity. This one has a great long term record and low beta.

Check amat thread,news that amat expects to double Japan revenues in 98, plus more spending on equipment from intc should be positive for this beaten and bruised stock.

Peace,

Dennis

p.s. you were right !!!