Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.34

-2.6%

3:59 PM EST

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To: tejek who wrote (121216)	12/7/2000 5:59:16 PM
From: Tony Viola	Read Replies (1) of 186894

Ted, the guys, and gals on the AMAT thread have charts on all the stock movements that would put Standard and Poors to shame. OTOH, do they have them for semis vs. for equips? I don't know. I don't have a feel myself for prices vs. cycle points. With BRCD, I bought in around 180 and put a stop loss in place to protect myself. The company had a blowout last quarter and gave great guidance two weeks ago. It was trading at $267...I figure I got 'a bargain' at $180. The stock splits at the end of the month...total number of shares then will be 220 million, a pittance compared to the Dells, Intels and CSCOs of the world....so if BRCD is the next MSFT or CSCO, then I am buying near 'the bottom' so to speak. Can you appreciate my rationalization? Does my weird logic make sense? <g> Not weird at all. BRCD may just be on its way to gorilla-dom. Now that you put it that way, maybe I'll try to get some of it. They are kicking butt in the FO SAN switch area. Emulex and McData are the other two that are strong. I'll get some MCDT because of my EMC holding, looks like. Not much but maybe enough to follow it more closely, maybe buy more. Good luck with Intel in your 401K. Tony

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