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 34.50

+2.6%

Nov 21 3:59 PM EST

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To: Sonki who wrote (18862)	4/2/1998 5:52:00 PM
From: Brian Malloy	Read Replies (1) of 27012

On some of your questions/points. I'm in MO long term and the DRIP. So I'm simply getting more shares now. I think if people are not comfortable with MO then they should just bypass it. There are many great stocks out there that will be going great guns for many years. For me, I just hold mighty MO. I was buying MO after Black Friday and even with all the trouble since 93\94 my shares have basically tripled in value. I bought MRK during the dark days of the Clinton Health Care scare. Lots of it in the $28-$32 range. Now four years later MRK is at $132. So finally, if you need a stock to move right now, then MO is not a good choice. Long termers will look back in five years or so and probably say they made out like a fat rat in a cheese fight ;-) CPQ I have not touched and don't think that there is a hurry to do so. I really believe that I will be able to pick up CPQ in $18-20 range before it is all said and done with. For the merger to work, Digital's culture must be thrown out and all must subscribe to the Compaq culture. I think this will be difficult, and while the two companies are lovy dovy right now, I think we will hear discordant strains down the road. Also, CPQ must define its product line and it has a lot of work to do in the Logistics arena. I expect people and analysts to get tired of waiting for all these things to happen for the markets are impatient. I'll just wait them out for now. I'm still planning on picking up some DELL LEAPS in April but after CPQ puts out its earnings report. I think CPQ will pull all the boxmakers down. I think DELL remains on track to report increased growth in the 50-60% range when they announce in May, I'm looking for one of those classic dell spurts of $10+ on the news. KLIC I don't know about, I think it is a Jubak pick. If you like MRK and especially if you are a long termer then I would say it is okay to continue to accumulate. I think Drugs, Biotechs and telecom will be leading the way into the next Century. MRK will split this year and that will be a big deal. Between the announcement of the split and shortly there after will probably mean a 10% surge for MRK based on that fact alone. On PFE, I'm waiting to pick up some LEAPS. Will buy at $94 and probably get a few more should PFE go to $89

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