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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (30382)	10/4/1999 1:24:00 AM
From: taxman	Read Replies (2) \| Respond to of 74651

Intel Corp. (INTC): Shares of the top computer-chip maker could fall once investors realize its profit growth is slowing and its glory days are over, Barron's reported. Intel is seeing its growth threatened because the sudden popularity of personal computers selling for less than $1,000 has eroded the sales growth of high-end PCs. Intel rose 5/8 to 74 15/16. ¸1999 Bloomberg L.P. regards

To: t2 who wrote (30382)	10/4/1999 3:56:00 AM
From: RTev	Read Replies (1) \| Respond to of 74651

I find it amazing that Bill Fleckenstein (the guy we see on CNBC once in a while) posts on the Intel thread. He's one of the regular SI (formerly StockSite) columnists. He's mentioned a few times that he's short on Intel and explained there why. I don't watch CNBC, so I haven't seen him there, but I've read his column here for some time and find that what he says makes a good deal of sense, in general. He's explicitly contrarian, and tries to find evidence that contradicts the bullish mood of the market. That bearish mode of looking at things has been wrong for most stocks for a long time for many stocks if one views it as a prediction, but he rarely presents it that way, except in a long-term sense. A few months ago, I found the views merely interesting, but have lately come feel they have more immediate import. His views are well enough argued that it's worth looking at the column occasionally. It's on the SI home page or here: siliconinvestor.com