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Technology Stocks : Intel Corporation (INTC)
INTC 39.85-1.8%10:21 AM EST

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To: Tony Viola who wrote (90744)10/21/1999 1:31:00 PM
From: Jim McMannis  Read Replies (1) of 186894
 
Tony,
RE:"Jean Gauthier speaks from experience, however, in his rhetoric about
IBM having their lunch eaten by Sun and others. Listen to him."...

Indeed, IBM might be losing it but if I had listened to the likes of Jules Garfunkel years ago I would have sold IBM and not realized 300% gains. Surely all the related server companies will not be affected the same. SUNW is one of my greatest treasures and definitely on my list of stocks to buy on any dips... Maybe SUNW doesn't take a big hit...or near as big.
What I will need to know from you guys in when customers start to gain faith that the worst is behind us vis a vie Y2K. That will be in a couple months...
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