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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST

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To: Elmer who wrote (69794)12/11/1998 11:33:00 PM
From: Ian Davidson  Read Replies (2) of 186894
 
Wall Street Week with Louis Rukeyser tonight was very positive on tech stocks all the way through the program. All three panelists, Laszlo Biriyni, Frank Capiellio and Tom Galvin mentioned the major tech stocks as THE area to put money....very positive. Frank Cappiello mentioned that the most prominent semi analysts have been very negative and very wrong on Intel (repeated this 3 times).

The guest was a fund manager whose main holdings are MSFT, INTC, CSCO, DELL, CPQ, LU, AOL and YHOO. He also has smaller holdings of second tier internet stocks such as MSPG, EXIT, SEEK and a few others I can't remember offhand.

All in all, a very nice program to watch.

Ian
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