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Technology Stocks : PWAV- the hot new IPO -- Ignore unavailable to you. Want to Upgrade?

To: Medisco who wrote (1152)	5/18/1998 5:03:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 1491

A lot depends on how the round table discussion is received. There will be a lot of hard questions about how the Three Muskateers plan to handle Intel, slot 1, etc. Intel will be the power house at this wingdig and will have several product initiatives to discuss. The laying out of the chip designs may help but only if they indicate how IDTI will deliver product to ready markets. If the perception is that Intel is likely to shift the market toward cheapened slot 1 alternatives, then all the competitors are likely to suffer. I sure hope the three show a unified front. any signs of competitive disarray will weaken the perception of individual strength, IMO.