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Technology Stocks : Intel Corporation (INTC)
INTC 48.23+2.3%3:59 PM EST

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To: carl a. mehr who wrote (6559)12/18/1996 1:22:00 AM
From: Lee Martin   of 186894
 
Great resume! My portfolio is now about 60% INTCW and 40% CSCO. Lately CSCO has "dropped a couple of cylinders" (merely limping along). I'm not sure why and hope that it is temporary. One of my main reasons for staying with CSCO is the thought that "if the corps. are upgrading their computers, and their computers are all networked, won't they have to upgrade the network bandwidth to take full advantage of the new computer's capabilities?" Let me know if you see a fly in my Cisco ointment. I check the Cisco thread, so please post there.

Back to INTC. I believe we share the same philosophy. I agree INTC is a no brainer. It's nice to have someone who's been around for a while give a "thumbs up" to my first margin buy. However, don't tell my wife, she doesn't know she's on margin! She doesn't like to hear about my schemes until after they have already worked. I caught h@#$ for buying INTC at 51 last Jan. When it hit 70 she shut up.

Regards,

Lee
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