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Technology Stocks : Intel Corporation (INTC)
INTC 36.82+1.5%Dec 19 9:30 AM EST

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To: Paul Fiondella who wrote (38562)11/1/1997 1:16:00 PM
From: Andy Patton  Read Replies (2) of 186894
 
Dear Paul:

Re: your reply:

>Yeh the margins tank, the business model is out the window and
your stock goes down the drain...

> Much less fun blowing smoke when you are sitting in ....

Sorry to rile you. I've made no claims to be expert or even intelligent. As to Intel and its stock performance, I'm long, but realize this doesn't mean that I will be proven correct. I've been wrong before. Just trying to learn what I can. I've found many of Paul Engel's posts useful--again, this may be he result of my ignorance, but why should I pretend to a knowledge I don't have? In the meantime, he's doing me a favour simply by responding to my questions.

I'd be glad to hear from you (or anyone) who could give me specifics on what might happen to Intel's margins: I already thought they would shrink, and your post doesn't give me anything but a blast. I don't think I've been blowing smoke--but apologies if I have. I may have read your post wrong as to tone, but I thought there was a bit of "serves you right if the stock tanks" to it. Why should anyone be happy if others get dragged down? I really don't get it...

-Andy Patton
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