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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (90707)	10/20/1999 6:38:00 PM
From: Jim McMannis	Respond to of 186894

Get your vote in.. angelfire.com

To: Road Walker who wrote (90707)	10/20/1999 6:57:00 PM
From: Gerald Walls	Respond to of 186894

Cramer sez: Wrong! Dispatches from the Front After the Big Run, Some Areas Look Vulnerable By James J. Cramer 10/20/99 6:32 PM ET URL: thestreet.com Size IBM's trading at 102. Oops, check that, 101. Now PAR! The big 102 print didn't hold. Man, that's nasty. Looks like IBM (IBM:NYSE) is going to go in the Unisys (UIS:NYSE)/Xerox (XRX:NYSE) camp, not the Sun Microsystems (SUNW:Nasdaq)/Microsoft (MSFT:Nasdaq) camp. Microsoft, Dell, IBM: Join the discussion on TSC Message Boards. What happened? It is mainframes. Y2K and mainframes. Large institutional pieces are trading as I write and they are not holding. If the Nasdaq comp weren't up 100, I don't think people would be so worried. But we just had a couple-day humongo run and a lot of stocks look vulnerable in the hardware segment. We aren't tempted here. Hardware is just too hard. America Online (AOL:NYSE) seems to be stabilizing at 116 and Amgen (AMGN:Nasdaq) seems to be holding 80. I have been hit several times by Amgen sellers even as I listen to the call and I don't hear the badness the sellers do. You can never be reassured by a call when stock is falling rapidly in Instinet and these other after-hours shops. But I am taking the break as a one-day sale. Collaterally there is a huge amount of stock-trading all over the place (meaning typically down a dollar) off of IBM, so those so inclined have a big menu to chose from, the most I have ever seen in after hours.