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To: Cory Gault who wrote (18727)4/24/1998 12:16:00 AM
From: nommedeguerre  Respond to of 24154
 
Corey,

>>Anyer: Seems that you should short DELL, INTC and MSFT and buy NSCP and AMD.

Isn't AMD ramping up from 1.5 million chips to 11 million this year? Might be worth checking out now that the fabs of IBM are backing it. According to Sal such retooling was not possible but you might want to check into it anyways.

Cheers,

Norm



To: Cory Gault who wrote (18727)4/24/1998 4:04:00 AM
From: anyer  Read Replies (1) | Respond to of 24154
 
Cory,

I would not short DELL or MSFT until the charts broke down, if they ever do. My point is that PCs are becoming like commodities.
Most Americans buy reasonably priced cars, Ford-Chevy, rather than Porsche, etc. CPQ is what I would buy as they seem to have recognized the demand for sub 1k$ units.
It seems to me that DELL,INTC and MSFT probably do nothing for next 6 months.

Regards,

Anyer


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