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

To: dumbmoney who wrote (5699)	3/29/1998 9:33:00 AM
From: Pancho Villa	Respond to of 18691

>But, INTC is a great company and is still immensely profitable...< I totally agree! I have been mainly long INTC. I last sod at 153+ presplit and shorted it a couple of times successfully since then. I will eventually go long again> Pancho

To: dumbmoney who wrote (5699)	3/29/1998 9:44:00 AM
From: clochard	Read Replies (1) \| Respond to of 18691

re: Intel The new handheld PCs (using Windows CE) run on non-Intel RISC microprocessors. There are beefed-up "Jupiter" versions coming out in late summer having 640x480 color screens, VGA out, 10-15 hours of battery life, and a lot of other features for under $1000. These devices would satisfy the requirements of a large share of users and have a much lower cost of ownership. For most users, this dumbed-down approach is attractive since they don't store a lot of data or do much more than web browsing and email. For Microsoft it is a win-win scenario, grabbing both the power users and the normal folk. For Intel this could limit their growth.