Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

INTC 36.26

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3:59 PM EST

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To: Sonny McWilliams who wrote (25149)	1/7/2000 11:36:00 PM
From: Brian Malloy	Read Replies (1) of 27012

Sonny, I only owned CSCO. I thought/think LU was/is a great company or at least the old Bell Labs portion. I just feel more comfortable with CSCO because they know the internet. LU knows phone networks and wants to know the internet. I just figured that CSCO would grow to LU detriment. Also, Chambers is a visionary, I didn't know much about LU management. Well to grow money for the next six months, if you want to keep these LU funds in the telecom area, then optics is the way to go. Do you have any JDSU or SDLI? Nortel looks to be a nice replacement for LU at this point as well, of course you could just pile it all back into CSCO. Some small DSL/broadband plays may be worth a look. COVD and CAIS are worth investigating. I know one can not own everything, and the way this market moves it is hard to find time to act on everything but that Plug took off on me while I was napping. Read about it over the weekend in Businessweek and put it on a list along with about 20 other names to check out in more detail. Never got back to it then I see the thing went from the 20's to the 70's this week. I'm going to keep an eye on it. When the market tanks in the spring I'll try to scoop some up for the long term. Regards,

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