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 35.53

-1.1%

Nov 14 9:30 AM EST

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To: Brian Malloy who wrote (25834)	4/11/2000 5:19:00 PM
From: Sonny McWilliams	Read Replies (2) of 27012

Brian. Talking about ARBA and CMRC. Steve Frank just interviewed this analyst, Epifanio or something like that from J.P. Morgan, and he said right off that he would now go and buy those internet stocks like ARBA and CMRC. He said that he feels very bullish on some of those internet stocks. After talking a while back and forth, Steve Frank asked him: So would you actually go out and catch a falling knife now in these stocks? Answer: Well, I would probably wait a bit and see if it is the bottom and let the stocks move up a little bit. Talking about talking out of both sides of your mouth. Sheesh. Yes. I am holding ARBA and CMRC also. I will also hold SFE. Yeah. He might have been a whiner but if he goes into the infrastructure incubators now, it should do all right. I think there is more room in this space than just CMGI. It looks interesting though what happened today with CMGI, NOVL etc. About YHOO. Did you see Mary Meeker on Moneyline last night? When she was pressed about who she thought could be the next YHOO she said: Maybe it's like the Motley Fools say. Maybe the next YHOO is YHOO. Some on the Yahoo AOL board complained that Mary Meeker did not mention AOL on Moneyline. But she had said earlier in the day to Maria B. that they were restricted on AOL because of the AOL/TWX merger. So, I have no problem with her not mentioning AOL. I am in for the long haul. Let's hope ARBA comes in with great earnings like they promised. gg. Sonny

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