Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

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Nov 11 3:57 PM EST

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To: Bill Wexler who wrote (6038)	1/13/2000 5:09:00 AM
From: Bill Wexler	Read Replies (3) of 10293

Some thoughts about INTC... I've been an INTC investor for years (but I don't currently have a position - having unloaded my last shares during the recent runup). It's a great company, and a great stock for a lifetime. However, in the short to intermediate term I have to wonder: 1) If Gateway blew up. 2) If Dell is choking. 3) If everyone really wants small handhelds, net appliances or cheap "web" PCs. 4) If AMD (despite being a dog) is getting a little traction. 5) If lots of people are buying iMacs. 6) If Sun is becoming a server monster. Then how on Earth is Intel going to hit - much less beat - its numbers this quarter? I'm a little concerned that every INTC "analyst" seems to be coming out of the woodwork with outlandish bullish predictions and price targets right before Thursday's announcement. I think it is irresponsible in a market that is getting riskier by the minute interest-ratewise.

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