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To: Paul Engel who wrote (63838)9/3/1998 2:09:00 AM
From: dumbmoney  Respond to of 186894
 
Sun is living on borrowed time. Because they lack economics of scale, they will inevitably be overrun by the barbarians (WinTel). It's a matter of when, not if.



To: Paul Engel who wrote (63838)9/3/1998 5:59:00 AM
From: Duker  Read Replies (1) | Respond to of 186894
 
Paul,

Nice mental filter. It is refreshing to see someone paying attention.

--Duker



To: Paul Engel who wrote (63838)9/3/1998 12:25:00 PM
From: carl a. mehr  Read Replies (1) | Respond to of 186894
 
Paul,
Great post! We are all very thankful to you for your great insight and it enables me to sleep much better in this 'rocky' market. Concentration in INTC is still better than VLSI, LSI, LRCX, KLAC...
and the list goes on....and on....ouch....

Who is MSDW? I think that they increased INTC earnings estimate,
humble carl


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