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Technology Stocks : Intel Corporation (INTC)
INTC 40.78+0.7%3:59 PM EST

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To: Amy J who wrote (102636)4/19/2000 10:08:00 AM
From: GVTucker   of 186894
 
Amy, RE: I have confidence in Intel - in their future launches, new fabs (albeit scrambling), Intel Capital, etc.)

And there's nothing wrong with that attitude for sure.

The problem I have is that the stock's price already reflects that attitude. Thus, if the company performs well, the upside is limited. If the company does not perform well, either through missed execution (it's own fault) or because of market factors (not mgmt's fault), you lose.

Way too much risk for a limited reward, at least IMO.
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