Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

INTC 34.36

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3:58 PM EST

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To: Sonny McWilliams who wrote (23908)	6/23/1999 4:32:00 PM
From: musea	Read Replies (2) of 27012

Sonny, re: Intel is acting great in the last 2 days despite this sell off. I think investors are a bit scared of Intel, for no good reason, really. Point is, everyone else in the industry IS scared of Intel, and for good reason. re:But a cpl things have changed in IBM's strategy. Maybe IBM could be a good buy. I still don't understand IBM's business. It is simply too big to get a good grip on the whole thing. Consequently I feel like investing in them is like taking a leap of faith. That might have been the right thing to do a couple of years ago, but that's not my investment style. I could spend more effort understanding them, I suppose. It would take the time I usually spend on several stocks, though. Same thing happened when CPQ bought DEC. I found that investing in them would require that leap of faith and I couldn't do it. IBM would have been a major winner for me, though. Coulda, shoulda, woulda. Like you, I believe that techs, pharmaceuticals and comms will be the way of the future. -musea

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