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


To: Sonki who wrote (24484)10/6/1999 12:32:00 PM
From: Sonny McWilliams  Respond to of 27012
 
Sonki. You forgot to mention Brcm. gg.

I can't complain about my internets.

Lehman says internets will be significantly higher due to enormous e-commerce growth for Xmas.

AOL is on the move again.

I think I will go and see the action. It's not always that interesting. Let's hope the profit takers stay out of the market later on.

BTW. Puny 300 sh. are better than none, like in my case. I am getting ready to sell a cpl of stocks and get something else for it. Not my long term positions.

I forgot to mention this morning. I still have my MRBA also. It's finally getting out of the basement. It has been moving in the last cpl of days.

I think rates in Europe will stay the same if they know what's good for them. And some interest rate watchers also think rates will stay the same there with a tightening bias just like here.

I told Bill H. yesterday not to get caught up in this "better rate hikes now if you go to a tightening bias". I am of the opinion in this case: Don't do today what you can do tomorrow, if you do it at all. gg.

Bill Seidman, former FDIC guy, said this morning that the bias doesn't mean a thing. It's only what the FED is thinking now and has nothing to do with what they may be thinking next time. I buy that. gg. The street seems to come around to this thinking also.

Sonny




To: Sonki who wrote (24484)10/6/1999 5:11:00 PM
From: Sonny McWilliams  Read Replies (2) | Respond to of 27012
 
Hello Sonki. The internets did great today. Someone just said on TV that anybody that owns Yahoo will probably say Yahoooo now. So here it is. Y a h o o o o. gg. It is up 6 in after market hours. I have not even checked on the earnings yet.

I was a bit displeased the way Intel acted today. I guess you heard that MER made some noises about Intel. They evidently had a meeting with Intel about their Merced stuff and how they will proceed. MER said they came away a bit worried. So, this time I got worried a bit also. I think Intel needs to do some better PR work. I sold my trading shares in Intel just before closing at 77. I just have too much margin to worry about this. And the last shares I had picked up have a nice profit. As soon as this blows over I will pick those shares up again. I may wait for the earnings. Intel had mentioned that they are not quite sure how Taiwan will affect things. Miles, Peck and now Mer. It's probably a buying opp. for you again. gg. Anyhow, I decided to lighten up. Have you picked up more shares lately? Almost everything they have done lately in the buying department looks great yet they can't get any respect.

I probably live to regret this move by tomorrow or by earnings day.

There is lots of talk again that the DOW will be at 12,000 by the end of this year.

The nets should be doing great again tomorrow after Yahoo had good earnings. I may buy another net stock with my proceeds to tie me over before buying Intel back. Ugh. Talking about being worried today about Intel, I think I live at the Razor's Edge with all my net stocks. Well. Intel is a net stock now. gg.

cbs.marketwatch.com

I probably should have stayed the course with all of my shares but like I said: I took some profit and will buy it back when the air clears. Maybe it will clear again by tomorrow. I try not to listen to analysts too much but I did not like it that Intel evidently did not speak clearly, supposedly.

How about WCOM and AOL? And even LU tried to crawl out of its hole.

Sonny