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Technology Stocks : Intel Corporation (INTC)

INTC 36.21

+0.2%

3:59 PM EST

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To: Tony Viola who wrote (136790)	6/6/2001 11:11:52 PM
From: t2	Read Replies (2) of 186894

I like the fact that he has multiple messages in there, including about capex. Gives me the feeling he's actually talked to someone vs. just saying "they're not going to make it." There is reg FD. ..but... I also get that feeling; otherwise he would have stuck his neck out 1 day before the update; why mess up such a great reputation? Intel also knows that he is the AXE on the stock and I agree he must have enough contacts. For me the next big move on Intel happens with a Ashok Kumar upgrade..he is long term bullish...but when he goes short term bullish, that will be something. After Joseph's call on a semiconductor top last summer, the big news was the Kumar downgrade first trading day of September 2000.....and the rest was history. -ng If he gets positive tomorrow or after the update.....lookout! Now Windows XP is nearing for the next PC upgrade cycle; MSFT is going to force a lot of hardware changes.<g> We also now have a non-Rambus chipset for P4. Intel gets very efficient for the launch of Windows XP..that would also explain why they did not slow down cap ex. There are other factors at work as well; mutual funds are not overweighted technology as they use to be; even the tech funds of last year seemed to have like the communication/optical stocks over the PC sector. This is also important in moving stocks like Intel, demand/supply of stock, imho. Fidelity, Janus etc...the large funds have avoided tech in the first quarter...big selling by Janus early in the year. In addition, short interest in Nasdaq is as high as I can remember. Could these types of mutual funds be the big buyers now that many of the defensive names appear to be topping...like oil/gas sector for example? I believe Intel, MSFT and the boxmakers will be in demand right into the launch of the Windows XP.

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