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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: james paterson who wrote (58441)5/4/1999 10:12:00 AM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
Jim, More. The PIII was a disaster and they continue to overbuild mpcs of all sorts. The new Celerys are a success, but at a much lower profit margin. PC sales are horrible and that looms deadly for the top mpc producer. Their moves into the internet are doomed for failure, and the Rambus initiative may have been an expensive boondoggle.

I suspect this is the quarter where Intel has its annual accident. It could be next quarter, but 1Q was bad enough to hint this could be the one.



To: james paterson who wrote (58441)5/4/1999 1:33:00 PM
From: james paterson  Read Replies (1) | Respond to of 132070
 
Mike, Thanks for response. I have small short positions in INTC & DIA & am planning on adding to them on any rallies. I must admit though that IBM's latest run up unnerved me. I was lucky enough to sell my IBM short position for a small gain 2 days before it took off.

I probably should be putting the techs, but I just can't stand to see them expire worthless & usually sell them too soon.

Jim


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