Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: Tony Viola who wrote (50105)	3/7/1998 10:21:00 PM
From: Ibexx	Read Replies (1) of 186894

Hi Tony, Re. I almost bought more INTC and first positions in CSCO, MSFT and HWP yesterday. Lucky you! I always believe in blessings in disguise. Re. in your opinion, when would you recommend buying HWP, or would you at all? HWP is not--and will not be--on my shopping list for a long while. Years ago until end of 1996, I had a relatively large position of HWP painstakingly built throughout the years, but decided to dump it and swap into wireless telcos. (My broker was stunned when I placed the sell order; he acted as if I had deliberately left my grandpa in the park.) My own bias is that HWP lacks a strategic vision (and game plan) that could restore it to the top leadership position it once had. As a second-tier company--and I am not talking about quality of products here, only its business model--it's tough to make the top dollar. Merced will not change HWP's orbit drastically. BTW, I'll be away on business for 2 weeks starting next Monday. In the event someone notices my absence--no, I have not: 1) been put in a SI jail :-) 2) lost my shirt in the market turmoil; on the contrary, I am currently cash-rich and ready for the firesales. Regards and good luck, Ibexx

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