Alcatel (ALA) and France Message Board

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Technology Stocks : Alcatel (ALA) and France

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To: zbyslaw owczarczyk who wrote (2434)	9/21/2000 10:53:07 PM
From: Steve Fancy	Read Replies (3) of 3891

What's odd about the INTC announcement is that just earlier today Michael Dell was on the tube doing a fairly bullish interview and maintained 30% revenue growth guidance. I was only half listening, but I'm sure he was talking about Europe as being a key market going forward. Further, I have reasons to believe CPQ will have a good story this time around and finally break this trading range of year or so. I question if INTC's problem isn't more AMD than anything else. I'm an AMD man and have been for years. Would never buy in Intel processor as AMD's tend to be more powerful and cheaper. I think Dell uses some AMD chips now, as does CPQ and Gateway. 'daq futures down 92 points at the moment...don't think I've ever seem them down that much overnight. regards, sf Anyway, we'll see what tomorrow brings.

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