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To: Sonki who wrote (23904)6/23/1999 8:49:00 AM
From: musea  Read Replies (2) | Respond to of 27012
 
Sonki,

It's been a continuing mystery to me why INTC hasn't done better this past couple of years. They are really in a dominating position in the industry. Right now there is some negative news out there concerning delays in their latest and greatest Pentium III and they are having some issues with Oregon (limiting their ability to bring in manufacturing personnel but not engineering personnel). I think that this is depressing the price a bit making INTC really attractive. I am not buying, simply because I've been adding every year to my core position and I've already bought some. But I think it will do very well the second half of this year once the "negativity" is past.

By the way, I also think DELL, CSCO and LU will do well among the big techs.

Best of luck.

-musea