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Strategies & Market Trends : Tech Stock Options -- Ignore unavailable to you. Want to Upgrade?

To: jjs_ynot who wrote (46584)	6/22/1998 10:36:00 PM
From: SE	Read Replies (1) \| Respond to of 58727

You may be right, but with computers quickly becoming a commodity, I am not high on the computer industry...including INTC right now. Once you move to commodity status you have lost. I think we are there with traditional computers. Individuals are becoming much more price aware and as the computer companies try to penetrate new consumers, ie, the consumers with less disposable income, the pricing will kill their margins. This may not be perceived as a grand slam short term, but I think this is a very good sign longer term (three to six months) that my opinion is correct. Personally, I would not be interested in any box maker at this point and only selectively interested in the technology sector as a whole. -Scott