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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Sonny McWilliams who wrote (23908)	6/23/1999 1:38:00 PM
From: William Hunt	Read Replies (2) \| Respond to of 27012

Sonny ---Is Level Three the company that INTC just bought ?Lucent Technologies Inc. Dow Jones Newswires -- June 23, 1999 DJ Level 3 In 5-Yr Pact To Buy $1B Of Lucent Equipment By Rebecca Blumenstein and Stephanie Mehta NEW YORK (Dow Jones)--Level 3 Communications Inc. (LVLT) is expected to announce that it has agreed to purchase $1 billion in Lucent Technologies Inc. (LU) equipment over five years, according to people close to the situtation. Lucent, based in Murray Hill, N.J., is selling the upstart telecommunications company a system called "soft switch," which aims to bring the reliability of traditional circuit-switched networks to Internet-based networks, such as the one Level 3 is now building. The equipment will serve as a router on the Internet Protocol network that Level 3 is building. The contract is seen as a big win for Lucent, which is trying to position itself as a leading provider of so-called "next generation" technologies based on the same technologies that drive the Internet. Cisco Systems Inc. (CSCO), San Jose, Calif., has traditionally been Level 3's biggest supplier. Richard McGinn, Lucent's chief executive officer and James Crowe, chief executive of Level 3, have scheduled a press conference at 1 p.m. EDT to discuss the contract. Level 3 is one of several companies building nationwide fiberoptic networks to carry vast streams of voice, video and data traffic. BEST WISHES BILL PS I am to the point just raise the damn rates to where they want to --then let the market find it's playing field !

To: Sonny McWilliams who wrote (23908)	6/23/1999 4:32:00 PM
From: musea	Read Replies (2) \| Respond to of 27012

Sonny, re: Intel is acting great in the last 2 days despite this sell off. I think investors are a bit scared of Intel, for no good reason, really. Point is, everyone else in the industry IS scared of Intel, and for good reason. re:But a cpl things have changed in IBM's strategy. Maybe IBM could be a good buy. I still don't understand IBM's business. It is simply too big to get a good grip on the whole thing. Consequently I feel like investing in them is like taking a leap of faith. That might have been the right thing to do a couple of years ago, but that's not my investment style. I could spend more effort understanding them, I suppose. It would take the time I usually spend on several stocks, though. Same thing happened when CPQ bought DEC. I found that investing in them would require that leap of faith and I couldn't do it. IBM would have been a major winner for me, though. Coulda, shoulda, woulda. Like you, I believe that techs, pharmaceuticals and comms will be the way of the future. -musea

To: Sonny McWilliams who wrote (23908)	6/23/1999 5:13:00 PM
From: Frank Ellis Morris	Read Replies (2) \| Respond to of 27012

Good Afternoon Sonny, Maybe you are right about Greenspan but sometimes I like to see him put in a retirement home where he cannot play cat and mouse with equities and fear of interest rate hikes. Yes I have EMC and if we all worried about a stock every time some one announces they too are going to go in the same business and compete we would not have any hopes of our investments prospering. The fundamental business of EMC is well and going forward I think it is a good long term investment. I like IBM's vision and new leadership with Gerstner and that is why I have them as a holding too. Microsoft and Dell are my big guns and I don't have to tell you that the case against MSFT is a bunch of bullsh## with a band of parasites trying to muscle in on Microsoft's business. Last week I decided to have a little bit more diversification and acquired some Pfizer, IBM, EMC, CMGI, WCOM, QCOM, a little more of Intel and of course I still have my AOL. I have the net spread out over 20 or more investments. Glad to see the Nasdaq finish in the plus today. If the interest hike mess could be put behind we could get the summer rally started but damn it I do not like the interest rate on the 30 year bond being 6.12% Going to have a little coke to calm my nerves. Now here is a company with class. It is one of my holdings. When a bunch of Europeans say that they are getting sick on Coke, the management team gets together and tells them that they are all phychosomatic for a nicer word "NUTS". What a nice way of telling them to stick it up you know what. Microsoft should get an idea of how to handle its opponents from Coke. Have a good evening Frank