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Technology Stocks : Intel Corporation (INTC)
INTC 35.10+2.3%Nov 19 3:59 PM EST

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To: Paul Engel who wrote (94928)1/4/2000 8:02:00 AM
From: GVTucker  Read Replies (2) of 186894
 
In today's market, if an idea seems cool, trivial matters like reliable products are irrelevant.

That's why you see Cisco's stock performing like it does. Or why QCOM stock goes up 50% based upon an analyst report that assumes that half the people in the world will buy a CDMA phone, never mind that about 80% of the people in the world have never used a phone. Or why AMZN can continue to sell dollar bills for 90½ and nobody care.

Hey, I admit I don't get it. That's why I'm not shorting those stocks, either. But it will be unfortunate for INTC stockholders if that bubble bursts, because INTC will get taken down in sympathy. The difference, of course, is that INTC will come back.
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