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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic
INTC 34.72-2.3%Nov 17 3:59 PM EST

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To: Sonny McWilliams who wrote (23908)6/23/1999 5:13:00 PM
From: Frank Ellis Morris  Read Replies (2) of 27012
 
Good Afternoon Sonny,

Maybe you are right about Greenspan but sometimes I like to see him put in a retirement home where he cannot play cat and mouse with equities and fear of interest rate hikes.

Yes I have EMC and if we all worried about a stock every time some one announces they too are going to go in the same business and compete we would not have any hopes of our investments prospering. The fundamental business of EMC is well and going forward I think it is a good long term investment. I like IBM's vision and new leadership with Gerstner and that is why I have them as a holding too. Microsoft and Dell are my big guns and I don't have to tell you that the case against MSFT is a bunch of bullsh## with a band of parasites trying to muscle in on Microsoft's business.

Last week I decided to have a little bit more diversification and acquired some Pfizer, IBM, EMC, CMGI, WCOM, QCOM, a little more of Intel and of course I still have my AOL. I have the net spread out over 20 or more investments.

Glad to see the Nasdaq finish in the plus today. If the interest hike mess could be put behind we could get the summer rally started but damn it I do not like the interest rate on the 30 year bond being 6.12%

Going to have a little coke to calm my nerves. Now here is a company with class. It is one of my holdings. When a bunch of Europeans say that they are getting sick on Coke, the management team gets together and tells them that they are all phychosomatic for a nicer word "NUTS". What a nice way of telling them to stick it up you know what. Microsoft should get an idea of how to handle its opponents from Coke.

Have a good evening
Frank
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