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To: Sonny Blue who wrote (41168)2/19/1999 2:30:00 PM
From: Glenn D. Rudolph  Respond to of 164684
 

I bought some INTC and MU this morning. I think going forward the PC component
guys will make more money than the PC box makers since component prices now are
more stable than a year ago. I think DELL will have to come down to make its PE more
reasonable.

The market is agreeing with you.

Glenn



To: Sonny Blue who wrote (41168)2/19/1999 2:37:00 PM
From: Bill Harmond  Respond to of 164684
 
I think that's great thinking. Consider Rambus down here.


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