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Technology Stocks : Intel Corporation (INTC)
INTC 37.06-3.3%12:09 PM EST
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To: Tony Viola who wrote (64794)9/15/1998 3:49:00 PM
From: John Koligman  Read Replies (1) of 186894
 
Right now, I trade half my Intel holdings. If Intel buys 3Com, the first thing I do is turn *ALL* my Intel into a trading position. 3Com may cost Intel around 15 billion, and it will do a *Compaq* (or worse ) on the stock. Compaq bought DEC for substantially less than what 3Com will cost Intel, and in my opinion it put a lid on that stock that has still not been removed (along with the infamous inventory issues)....

John
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