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

To: Sonny McWilliams who wrote (18535)	3/19/1998 6:58:00 PM
From: billwot	Read Replies (2) \| Respond to of 27012

Sonny I read the article on CPQ and their plans. Their strategic planning coupled with E. P.'s record of execution is the reason I remain bullish on CPQ. I think they have positioned themselves to be a truly top-tier tech stock like MSFT, CSCO, INTC, etc. I think DELL will continue to be successful, but I do not see them dominating the broad sector that CPQ is going after. I don't own DELL as I certainly didn't anticipate that stocks seemingly unstoppable rise. APM: I continue to watch it closely. I agree it is probably near bottom, although I think it will see single digits. I guess your buying on technicals as I haven't seen any fundamentals that suggest it will reverse course in the near future. At 10 and change even a small move is big percentage and the downside risk should be very limited. Good luck!! BTW, our favorite art professor has been starting quarrels with some of the bears on the CPQ thread.<gg> I have also learned from personal experience that they can be kind of testy over there. billwot