Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

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1:07 PM EST

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To: Sonki who wrote (11588)	10/18/1997 2:41:00 AM
From: dougjn	of 27012

I have and like qcom. Even though i've made 34% in it even after Friday, think its got lots of ups. Also look at MCIC (as a cheaper/safter way of getting Wcom, once Wcom deal goes through). Think WDC and MCAF could be great from here, despite (or perhaps partly because) of their recent blood (and still have strong gains in former, some gains in later...cause I loaded up at just under 50 when full lawsuit panic was on, then disappeared.) Haggerty of WDC is really managing well. Knows how to do Just in Time well. I think I'll do real big w/my Apm but its riskier. Also coms is looking cheap here. And I think csco and coms will lead the nets up. Have csco but now not so cheap. Pmtc nice deep gain, wanted more, but thing went UP friday. Buyable, but not screaming bargain. I also still like Gnt and Rain., have real nice gains in both, but lots of ups left too. (Made some nice money in Creaf but ditched it. Not sure of longer term future. Came back down but I'll pass I think.) Not touching my Dell or Csco, but don't think you can by them here.. you have anyway. I have you my brand new stuff before. I'm considering Bgen. May wait since it doesn't seem to want to move. Do you think msft really is a buy here? Won't their usual cautions be read wrong way by analysts in this environment? Slowing growth? Sill, would like to add... Regards, Doug got to get me to bed.

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