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Technology Stocks : Intel Corporation (INTC)
INTC 46.96-2.8%Jan 16 9:30 AM EST

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To: Paul Engel who wrote (54186)4/22/1998 7:31:00 PM
From: Jules B. Garfunkel  Read Replies (4) of 186894
 
Paul and All,
Your,

" And Intel has a lock on all these high margin segments!
That's one of the reasons Intel is up $5 1/8 today!"

Yes, that is true, but if I can amplify.... I think investors finally opened their eyes to see beyond the short term. They realized yesterday, at Intel's meeting with analysts in NYC, that the
KILLER APPLICATION IS HERE!!
It is called
"E-COMMERSE" DOING BUSINESS ON THE INTERNET
and the two companies that will profit the most from the infrastructure growth are, as we have previously discused, INTC and CSCO.
Kudos to Intel for their presentation yesterday.... and... Kudo's to all of us long term investors that hung in there.
Best Regards,
Jules
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