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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

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Nov 14 9:30 AM EST

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To: Paul Engel who wrote (84465)	6/28/1999 5:21:00 AM
From: Amy J	Read Replies (2) of 186894

RE: "VA Linux builds hardware systems - and our Wussy Wall Street Millionaires currently disdain most companies that make "things" - you know - fear of dirty hands, etc. They prefer companies that deal in intangibles." Hi Paul, During hard times, they just might prefer companies whose employees draw salaries from customer revenues (rather than capital from artificially inflated IPOs with no revenue sources.) Products do generate revenues from customers and that's money in the bank. Having said that, multiple sources of revenue streams can be quite useful and beneficial as long as it doesn't defocus a company too much. My vote is for Red Hat, but not because VA carries a hardware platform (there are successful companies which do sell hardware), but because of the impact of carrying hardware in this particular market space, (if I've read correctly about VA) while trying to sell software too on systems which compete with theirs. Sort of sounds like the former Apple hardware story, not a Palm Pilot hardware story. Amy J

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