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To: Mohan Marette who wrote (66874)9/23/1998 1:07:00 PM
From: The Phoenix  Read Replies (1) | Respond to of 176387
 
Mohan,

Quick response,

NC was killed by Mr. softy - it may never happen
WebTV currently has a telephony return - not for long ;)
Philips is developing new technology
TV is currently passive - not for long ;)

DELL is solid and a core holding - but how long? That is the only question at hand. I've been pushing the perspective that DELL starts feeling pain in 99. No one here believes it... that's O.K. with me, I'm just providing my perspective.

OG