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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Brown who wrote (8207)10/13/1999 3:01:00 AM
From: pala  Read Replies (1) | Respond to of 54805
 
Bruce; I think you are right, Intel is a core holding (if one plays that way) and they are not going to let analysts run their business.

I thought I heard them say they bought back $911 million??, I can't remember the number. Anyway a lot of stock last Qtr.

If the press scares people, Intels puts are in the money and the float goes down a bit. Gotta love Gorilla's

Gotta love i2 as well, Sidhu has the pedal to the metal.

Enjoy
Doug



To: Bruce Brown who wrote (8207)10/13/1999 10:18:00 AM
From: DownSouth  Respond to of 54805
 
Bruce, I concur with your opinion about INTC--one time blip. I just finished listening to the cc. I gotta say, that was the dryest, dullest cc I have ever heard from a Gorilla. The level of enthusiasm was about 1 on a scale of 10.

I will hold INTC, but I do not expect anything good to happen to the stock price for a quarter or so. There is still some news, good or bad, to come out about Camino that may have an effect in the short term.


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