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To: greenspirit who wrote (54822)4/30/1998 1:41:00 AM
From: James B. Ditsworth  Respond to of 186894
 
<<James, have you read this article? >>

Thanks for the reminder. Yes - I certainly read it when it was first published and I just looked it over again. Paul's work sets the historical perspective and gives one a lot of information to mull over. But perhaps this is more than most will want to read?

I'm just thinking out loud at this point. But it seems to me that an organized one-pager that is kept up to date (monthly? quarterly) would be of interest.

By the way, I haven't responded much on this forum but I have remained a steady reader for over a year. I find that my sentiments match yours very closely. We both are fundamentalist who follow a 'macro' view of the PC industry and its incredible potential for the future.

Good luck in your investments. jd



To: greenspirit who wrote (54822)4/30/1998 2:11:00 AM
From: Jim McMannis  Read Replies (4) | Respond to of 186894
 
Interesting that Intel was at 94 1/4 when Paul wrote that and now Intel is 80 1/8. I wonder what happened to such a rosy picture.

Jim