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Technology Stocks : Intel Corporation (INTC)
INTC 35.81+0.2%3:59 PM EST

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To: Carl Held who wrote (69971)12/18/1998 1:51:00 PM
From: Tony Viola  Read Replies (1) of 186894
 
Carl, Burke, Fleckenstein, Michael Metz: all messiahs to lead one down the bankruptcy road.

>>>A fluff stock and a fluff company are not always one and the same. A company can
be a perfectly fine business but still have a stock that is incredibly overpriced
relative to its value as a business. Some of the fluffiest include Micron
Technology (MU), Intel (INTC), Fannie Mae (FNM), and Freddie Mac (FRE), the
two taxpayer supported mortgage derivative hedge funds, Novellus (NVLS),
Applied Materials (AMAT), all the personal computer boxmakers, but especially
Compaq (CPQ), Gateway (GTW) and Dell (DELL), most logic chip makers, all
the banks, all of the brokers, but especially Charles Schwab (SCH), all the
networking companies and all of the fund management companies. As I said,
finding overpriced stocks in this market is shooting fish in a barrel.<<<

So why don't you knock yourself out shorting all those companies' stocks and report back in a while!

Tony
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