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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: B.J. Lee who wrote (82738)	11/29/1998 2:04:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

INTC has had a nice run recently. Their business looks good but I expect increased competition from AMD in '99 not only in the low end but increasingly into Intel's bread and butter. I have a position in Intel (got in at 84 in May) which I intend to hold but I don't want to add at this point. I think AOL still has legs, they are making some great moves. I think I have already said that I like PSQL - they have developed an interesting niche play in the ERP market and seem to be targeting a segment that the big players are having a hard time hitting. They are also small enough to show good growth for a while just by being nimble and focusing on a great product set for their strategy. But do your own research on any of this, I am a technologist and not an investment advisor...