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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%Nov 26 3:59 PM EST

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To: Ibexx who wrote (24979)6/19/1997 11:59:00 AM
From: William Hunt   of 186894
 
Ibexx

NO ! Sold CSCO - move money into INTEL

Several reasons :

1) INTEL management is much more forthcoming on where the company is headed
2) INTEL products are more propietary ( patents etc ) than CSCO - reminds me more of KO in the technology area
3) Believe if the internet hardware companies do not dramactically improve bandwidth INTEL will move them out of the way in order to sell faster CPU'S for the mulimedia explosion that is just around the corner

REGARDS BILL

PS. FOUND THE JUNE 4 POST FROM H & Q THAT YOU POSTED - NO COMMENTS ON THE SCHDULE FOR .25 MICRON - MOSTLY TALK ABOUT THIRD QTR REVENUES - THANKS ANYWAY
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