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Technology Stocks : Intel Corporation (INTC)

INTC 35.62

-6.0%

2:53 PM EST

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To: Dale J. who wrote (58535)	6/22/1998 10:41:00 PM
From: Steve Porter	Read Replies (1) of 186894

Dale, It's good to have you posting on this thread Call 911.. I'm having a heart-attack.. someone actually wants me on the Intel thread.. oh $hit ;-).. oh well time to pack my long-johns hell must be freezing over <G> Have you considered buying Intel or are you still a non-believer. I have owned Intel before. In fact I held a fair ammount for a good chunk of 96/very early 97 (till late jan or early feb I think).. and I may own it again. But I just don't see that much upside in Intel at the moment. As a company they are normally top rate interms of management and execution. However my faith in mangement has really been shaken by Celeron and the two very public (albeit minor) product slips. This isn't the old Intel anymore and people have to stop investing based on the "old" Intel. This isn't the old PC market with termendous growth. This is the "new" PC market with falling magins, etc. Infact as we speak I am figuring out which networking stocks I wanna dump some cash into. (and communications stocks). The PC industry is much bigger than the PC now and the PC industry is now the information industry (if you can understand what I mean). The paradigm is changing and Intel doesn't seem too in tune with the switch yet. I may hold Intel in the future, but right now.. no sale.. by the same token I got out of NSM and then bottom fished it simply because it has been oversold and NSM isn't only the PC industry (unlike Cyrix was)...NSM is well positioned for the global information explosion that is going on right now. Yes they slipped a little, I'll be the first to admit it, but at the rate people are getting out of/consolodating the analog industry and the coming together of the digital and analog worlds NSM should do well. Steve

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