Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

INTC 40.78

+0.7%

Dec 10 3:59 PM EST

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To: Sonki who wrote (21523)	11/20/1998 8:53:00 PM
From: Yiren Huang	Read Replies (1) of 27012

Sonki, What kind of things you need with quicken? Its web or its software? I sometimes go on their web. But I haven't really used their software too much except their tax preparation software TurboTax. It has been a wild week again and stocks keep going up and up. How long you think this can go still? Anyway, regarding the internet stocks, it just reminded me of the semi equipment companies two years back, they just keep going up and up on earning expectation. But I really view it different than INTC, SUNW or CSCO kind of companies. Think about this, how many internet based companies have been going public recently? EBAY,the globe.com, earthweb and today CMPL. I think this is kind of a trend that most net friendly business will go toward internet based. It does not really cost a company a great deal to set up a web. What it takes is to get internet connection and servers and software. Then if the business is there already, like DELL and CPQ, they may extend their businesses. If the business is not there, they created them. So, eventualy the premium will be going down in this area with more and more companies getting involved. And the valuation may just go to a few popular ones and spread to the one dominant in each of their own areas which is consolidation. Eventually their revenue and profit will be the substance instead of the form that their valuation is based. However, this is only my thought. After the market, AMD seem to have some bad news. There is actually a block trade on it today. Do you have any new picks so far? Ronnie

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