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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: billwot who wrote (20919)9/11/1998 12:17:00 PM
From: Tony Viola  Read Replies (1) of 27012
 
Hi Billwot, what you said, I suspect T. K. will counter with some pronouncement of doom and gloom for
INTC and/or the chip industry as a whole. No matter how one regards his
analytical performance, he still moves markets, and thus his opinions become
self-fulfilling prophecies, at lest in the short run. And he seems bent on hammering
INTC!


Fine, let him hammer away. If he's wrong a few times, and he has been, not just this time, he'll go the way of others that were golden for a while but tarnished badly later. Remember Whittington of Soundview and Vinik of Fidelity Magellan? They went the way I just described. Now, I hear that Whittington has no big job like before. Vinik, I hear, has done well with his own fund, but is well away from my 401K Fidelity Magellan. That's good.

I agree with Barry that 4Q98 will be a blowout for Intel. 3Q98 may also (well, we know it's at least much better than had been anticipated).

Tony
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