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Technology Stocks : INTEL TRADER

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To: Marc Schiler who wrote (3190)7/8/1998 11:34:00 AM
From: smolejv@gmx.net  Read Replies (1) of 11051
 
>>real commodity versus intellectual property.<< How much real commodity the intel product is? Few sq inches (s)?... I guess it must be the 10$, Juri mentioned couple of lines back. Then comes the intel's intellectual property, then comes the margin, and finally John Blow the customer.

>>that the best buys are good companies which have been beaten down<<
it's not beaten down, we just lost the lovely feeling aka opinion on the money-producing properties of this stock. Beaten down means,like everybody stops smoking or the drug kills (unintentionally;) 30% of the patients. Nothing like this happened in this industry.

I still dream ('I have a dream') that they'll explode in some market we never dreamed it exists and will take us all for a ride UP.

For the last few months I'm out of INTC, so I should probably be told to shut up. BUT, Im ready any time...

DJ
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