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To: Bill Jackson who wrote (5668)4/21/1998 2:59:00 PM
From: Francis Chow  Read Replies (2) | Respond to of 6843
 
Few things can rise without any interruption.
Witness Asia. The pc industry has been remarkable
for its steady rise without significant interruption.
Perhaps this is the first interruption. There will
be a steady state plateau for a while, before new
applications are imagined and implemented and the
rise resumes.

Right now, with the importance of the internet, the
bottleneck is not CPU power but bandwidth. I'll be
looking for some nice companies which can assist in
the delivery of more bandwidth - those will offer
more growth potential in the short and medium term.



To: Bill Jackson who wrote (5668)4/21/1998 10:13:00 PM
From: Francis Chow  Read Replies (2) | Respond to of 6843
 
>Francis, We are in for a bllody summer in PCs. Get
>ready for a market crash . . . No bucks to buy a drink.

Maybe it's safer to be holding puts, or shorting at this
time . . . it's really hard to say. Could a PC market
crash turn the overall market?


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