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Technology Stocks : INTEL TRADER
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To: John Harton who wrote (9304)3/21/2001 2:38:13 PM
From: smolejv@gmx.net  Read Replies (1) of 11051
 
I would take a look at the family photo and get the (SnP) puts insurance. But their price must be exorbitant right now.

>>...Book to Bill ratio cant be terribly positive either, unless INTC's buildout budget somehow skews the numbers.<<

So, if they do a good spin, we wont care about a terrible Book2Bill anymore, right...And if they tell us they are buying into real estate to get more stockroom space, well ,"the worst must be over by now, right, so we go&buy".

dj
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