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Technology Stocks : Intel Corporation (INTC)
INTC 34.32-1.2%3:59 PM EST
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To: Road Walker who wrote (108857)8/29/2000 6:41:57 PM
From: kash johal  Read Replies (1) of 186894
 
John,

Good balanced post.

Intel is still a powerhouse.

I think the key to execution will be the PIV.

Once it comes out the stock will likely go even higher.

That may be a good point to take profits or write some covered calls.

This allows you to hedge without selling your long term Intel holdings.

If Intel PIV intro falters and the ramp has issues then it will be tough for Intel next year.

Majority of profits is still from the laptop/desktop market.

Views on PIV are all over the place from its a dog to a real screamer.

We will know soon enough.

regards,

Kash
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