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Technology Stocks : INTEL TRADER

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To: Gersh Avery who wrote (2212)4/6/1998 5:12:00 AM
From: Jurgen Trautmann  Read Replies (1) of 11051
 
re Intel -> Gersh, Janko & Bernie and the small rest...

Of course I'm on line reading & learning.

Maybe I can add another thought out of my not so professional sight of things:

1. Compare Intels recent prices to LU - warnings or not, the price is as cheap as Lucents valuation high is.
2. Remember Intels rescue - Intel-fans need a few month to forget the last pain, it's like a "reconvalescence". During this time nothing is happening, but after this time we will have rallies again and again - if not Intel will bring new "surprises". Of course, the need of time for a new start increase from round to round.
3. It's not true that fundamentals have changed - you cannot believe in Microsoft, Compaq and Dell, handling the same time that a few $-% of lowprice-pc's have changed the world for Intel.
4. It trivial for masters like you - but the game is to buy cheap and to sell at top. You have less risk and better chance buying a "weak" stock like Intel than buying any other high valuated techstock.

Of course, I use to be wrong, and I'm sitting here with HUGE red numbers on the Intel-region of my portfolio.

Happy trading!

Jury
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