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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Kenya AA who wrote (4643)	10/12/1999 5:28:00 PM
From: Night Writer	Read Replies (1) \| Respond to of 12662

K, I'm thinking a little lower then 69. (The lucky number.) I think INTC missed last qt. It could become a bargain in low 60s again. At that point, I'm a buyer just like any good bottom feeder.<g> NW

To: Kenya AA who wrote (4643)	10/12/1999 5:33:00 PM
From: Mao II	Read Replies (1) \| Respond to of 12662

K: I think stepping aside might be in order.INTC is down from a high of 90 in early September. It is now around 70 in the after market. That's almost 35 percent. With its just announced earnings, trailing PE is down to a bit above 30 and well below that for the current fiscal year. Historically, INTC is still richly priced based on fundamentals. I know you tend to disregard PEs, but it seems prudent at this point to skip Andy's Gang. On the other hand, it could be doing its selling in the aftermarket, open at 70 and move up a few. Earnings release was fairly positive about next quarter. M2