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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (13685)	10/19/1999 7:30:00 PM
From: Tradelite	Read Replies (2) \| Respond to of 57584

Rande...re: your comment "Intel looking like a steal." That's what I was thinking, too, but doubt has been cast in my mind by a local fee-paid portfolio manager whose opinions I follow and have found profitable in the past. (Most other talking-head stock gurus rank high on my "skeptical" list.) He's personally been holding INTC for a long time and is kicking himself for not selling when it was in the 70s recently. Says INTC is "a business model undergoing revision and it doesn't seem to be going all that smoothly." Food for thought. It's not comforting to know this stock would have made you no money at all if you'd been holding long since last year. Not that it can't be traded, however, if the market sees fit to let it move up. For what it's worth, this portfolio manager says he's got buy orders in for DELL at 38 to 38 1/4 for his higher-risk-tolerant clients, with a 6-point profit target, even though he thinks the box-makers (except for Apple and CPQ) look "terrible as a whole." [his 2 cents, not mine, but I tend to agree]