Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 38.16

+2.5%

Nov 7 9:30 AM EST

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To: Tony Viola who wrote (95374)	1/7/2000 4:29:00 PM
From: Barry Grossman	Read Replies (2) of 186894

Tony, I've been to Yaacov's and even as a Californian it had me envious. But cei la difference! Re SUNW: Yesterday at 30 min before the close I asked my wife what she wanted to buy as things looked really oversold. Her choices: either SUNW or ORCL (she's been aggravated I didn't buy either long ago). I chose ORCL and bought at 96-97. I gave her your reasons for not wanting SUNW now and she liked that story. Whew! Lastly, just saw Graham Tanaka on CNBC. Three cheers for him!!!. He loves INTC and said "it's really cheap at only 26 times this years earnings." He was asked why it was cheap and he pointed to their conservative management when speaking about future performance - in spite of "not being able to keep up with demand." He said they'd beat their 4Q99 and 1Q00 numbers and looking forward he said they've been metamorphosizing into an internet structure company but the market isn't yet aware of this change, "But they will!" Bill Grifith switched the subject to B2B companies and after discussing Business Objects, Tanaka's largest holding, he went back to INTC and mentioned their server farms. Barry

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