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Technology Stocks : Intel Corporation (INTC)
INTC 40.78+0.7%3:59 PM EST

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To: Mary Cluney who wrote (70602)1/6/1999 10:48:00 AM
From: GVTucker  Read Replies (1) of 186894
 
Mry, RE:<<Please let me know when you are ready to capitulate - by then Intel may be topping and I'll start to look elsewhere>>

No reason to 'capitulate' ever. There are plenty of stocks out there that do fit my parameters just fine. I don't regret not owning Intel for the last 30 points, just as I don't regret not owning EBAY for the last 200 points. (And please note that I wasn't telling anyone that Intel was overvalued or fairly valued 50 points ago, contrary to what you state. It is true, however, that I really thought that Intel hasn't been a value since the high 80's/low 90's.)

<<BTW - earnings are coming out next week - what do you think? >>

I have no idea what Intel will make this quarter. The market seems to be expecting a number between $1.05 and $1.10. (And please don't quote me First Call or IBES numbers, as those are largely irrelevant in Intel's case right now, as expectations have changed markedly during the quarter.)
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