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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: CalculatedRisk who wrote (642)1/13/1998 4:12:00 PM
From: Timoteo  Respond to of 18691
 
Bill, I think all the graphic chip companies are at risk long-term now that the deal seems assured. NMGC relies on five major vendors for the majority of their business which makes them susceptible to INTC infringement. On the other hand they are well off their highs, even with today's big move. I am watching, but not ready to short yet. I may look at the other graphic chip makers to see if any other are candidates.

Timoteo


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