Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: Yaacov who wrote (14851)	12/19/1997 3:47:00 PM
From: Barry Grossman	Read Replies (1) of 27012

Yaacov, Hi mon ami! Sorry to hear about your weather at home. It's about 65, sunny and clear here today. Not bad but could be better. You posted some comments to Barry Watzman on the Intel thread yesterday and I think you had him mixed up with me. I'll be on the look-out for that info on Bergamo. The semis pulled the market back from this am's drop and finally showed a little strength. Now if we have a Santa Claus rally next week, I'll start to feel even better. As far as fundamentals are concerned, I'm not worried. I think all the FUD has been way overdone and hard facts will create new perceptions. I do not think Intel will disappoint and might even surprise slightly up. Remember what happened last January? Big upside earnings surprise from the 4th quarter. I don't think we'll see that again but there could be some sort of surprise as expectations have been strongly diminished with no news - just "analysis." Your accumulation of CPQ and INTC was a good move IMO. Do not fear the short-term FUD. Still considering a trip? Barry

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