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To: MythMan who wrote (26836)3/22/1999 1:26:00 PM
From: Earlie  Read Replies (1) | Respond to of 86076
 
MM:

You know my feelings about INTC. (g)

My list remains INTC, MU, GTW, AMAT, DELL, and shortly IBM. Also "nibbling" with respect to the internuts, but think it might be a bit early. Nibbling only because the whole darned house of cards (i.e. the market) may blow up over the next short while.

Basically, one could darned near throw a dart at the PC/semi sector and do well over the next 6 months IMO. The fundamentals for this sector are truly ugly.

Best, Earlie