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 35.94

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To: William Hunt who wrote (25999)	5/11/2000 5:19:00 PM
From: Sonny McWilliams	Read Replies (1) of 27012

Hello Bill. I hang my post on this message from you. You mentioned Elaine Garzarelli in it. As usual, not counting her 1987 claim to fame, she is a pretty good indicator that it is time to buy or sell. You said she called the chip stocks still 30% overvalued and like clock work, they were up big time today. gg. Great report from Dell. Even Europe had picked up. I mentioned that to Yaacov the other day. Dell beat the street by 3 cents and Niles had called for revenues of 7.14 bill.? and they came in at 7.4 bill. The stock is up nicely in after hours. All we need now is a good conf.call. I got in just in time to hear CNBC talk to the guy at the CEO conf. at Greenbriar. The 2 guys interviewed at that time, GS and Fannie Mae, called the ECI number a bit inflationary. I think the one from FM said those increases were now going thru the channels. The interviewer mentioned later that the CEO's seemed to be resigned to the fact that the FED would raise both rates. I guess you will notice that both those guys are from the financial industry and probably have no problem with that. gg. I guess they don't believe in this new paradigm of productivity. Even with the ECI up some, I still don't see any inflation to speak of. Again, I don't get those big bucks. BTW. I think this particular conf. consists mostly of guys from the financial world. I saw Rubin being interviewed also. I am not quite sure where he was at the time. He defended Larry Summers, said he knew him for 15 years, and called him a smart guy that understood the business and financial world. Rubin would not comment on Greenspans actions. Said it would not be right for him to discuss his actions after having worked with him for so long. Oh. That reminds me. I listened to Alan Greenspan's wife, Andrea Mitchell, last night. She interviewed Buchanan and at the end Buchanan said: Give my regards to Alan and ask him to help the stock market out. Her answer was quick. Oh no, I don't pass messages along. Yeah, right. Tell me another one. That was probably the first thing she talked to A.G. about after she got home. Maybe not. gg. Since we were discussing CNBC the other day. Here is an interesting thread and a post from Ted Davis. I kind of like the guy. He is not too bad. I believe he does not like to see his stocks go down either. We could send him a list with names of guests that get too much exposure. For one this one guy from J.D.Edwards was on twice in one day the other day. I know T.D. does not select the guests but it would be nice if they would give the bulls a chance also on days when the markets are down. Message 13680250 Sonny

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