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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 3:59 PM EST

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To: Road Walker who wrote (103190)	5/8/2000 6:07:00 PM
From: Jim McMannis	Read Replies (1) of 186894

RE:"if you are going to criticize someone's stock picks, it would be polite to at least tell them which stocks you don't like, and you really should give your reasons." I wasn't criticizing anyones stock picks. I own all those in one shape or another myself. I just think there is a possibility that a few of them may fall victims of subtle paradigm shifts...like AOL for instance...free internet looks like a threat...still, newbies like AOL. I hear Netscape 6.0 is too complicated and looks like AOLs interface. AOL has subscribers and content but it's competitors (like NetZero) have "cheap". Still, for now it would rally with the NASDAQ. MCI/WCOM is another I'd worry about. Like ATT...they are vulnerable to competition in long distance. Why else is it down? This one scares me. SUNW is another one I own that I'm watching carefully should businesses decide to pay less for servers and if Itanium should take off. Still up in the air so I would at least expect SUNW to rally with the NASDAQ. Oracle is one I don't follow as closely as the others. No opinion except I would fear Larry Ellison taking another TransPac sailboat race. <G> Jim

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