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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic
INTC 36.91-1.1%Dec 31 3:59 PM EST

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To: Ann Janssen who wrote (22785)2/16/1999 7:13:00 PM
From: Sonny McWilliams  Read Replies (2) of 27012
 
Hello Ann. Yes. It has been pretty quiet here lately. I sent Frank a cpl of posts on Dell. I fig. he was up in arms but evidtl. not. gg.

I am seriously thinking about getting some Dell tomorrow. I just listened to Sue and Joe K. talking about us disgruntled investors blaming the analysts instead of maybe listening to them and therefore sav. us some money. Joe K. said it does not always pay to throw daggers at them. Duh. I guess not but when you listen to stuff they are putting out just before earnings, it does make you wonder. Estimate was around 5.4 billions and they said 5.2 billions. It came in at 5.17 billions. Coincidence or what? I would not give you one dime for thinking that it was smartness. Just a teensy weensy bit too close a call. I am sure that CNBC did not see me mouthing off. gg. They had to look at the Dell thread.

Dell stated that they had late orders coming in for the past qtr. and it will show up in their next 2 qtrs. favorably. Their plant in China is ready to go and they have high hopes on that for the bottom line. They edged up to 9% in Europe and think that there is plenty of room left to grow. Anyhow, that earnings report looked pretty darn good to me and since I don't have too much Dell, I am very tempted. Who knows, it may be 70 or lower in the morning. I really don't care but am worried a bit what it will do to the market early on in the morning.

WCOM. It keeps going higher and since I own plenty, I will pass on buying more. Dillard? raised its target to 120 for WCOM from 100. I would be happy to see 100 soon. A split can't be far away.

Oh, before I forget. Everybody seems to be wondering about Dell's split at this time. Some of the opinions are that Dell never split that low or that they are trying to keep a dead horse from falling etc. Well, gee, you would think they could fig. out that this was decided while Dell was still up in the 100's.

I talk to Margaret on and off. I heard from her today also. I guess it was her day to do some PM's. Maybe one of these days she will feel like putting a cpl of posts onto the thread. She does read the thread.

Since this is also the Intel thread I guess I can mention that Intel was down to 124 after hours.

Sonny
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