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Technology Stocks : Intel Corporation (INTC)

INTC 33.62

-4.2%

Nov 20 3:59 PM EST

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To: Tenchusatsu who wrote (93204)	11/30/1999 7:48:00 PM
From: Tony Viola	Read Replies (1) of 186894

Ten, Re: "Demand is indeed high across the board. This should be a great time to load up on either or both INTC and AMD. Because when the proof finally appears, it'll be too late to jump onto either bandwagon." Glad to see your exuberance. Was it Kumar that said the street was manic-depressive about Intel stock? Appears to be in a depressive phase right now. I think that if IA-64 takes off, we'll see Intel mentioned in the same breath as Sun, EMC and Cisco. Actually, it is now, as a key infrastructure company for the Internet. Now, P/E ratios...that would be the parameter in which to hang out with those guys. On IA-64, I keep trying to recall another major revolutionary platform to look back on and try to imagine how it (IA-64) might take off. I keep coming up empty. Maybe Sun SPARC. Certainly don't want to be another Alpha. Maybe it will do its own thing, unlike any other. Getting goofy here. Tony

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