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

To: Road Walker who wrote (91690)	11/4/1999 12:32:00 PM
From: Mary Cluney	Respond to of 186894

John, >>>So after all these years of owning Intel, I've changed my mind. I prefer to have the same information that everyone else has. No games, no selective disclosure. A level playing field.<<< You just proved my point. Intel couldn't even tell me what you just told me so clearly. The fact is, however, that is not how the game is being played. It isn't only MSFT. I will bet dollars to donuts, Yahoo will exceed earnings expectations. Unless the bottom has fallen out of IBM's mainframe computer business, Gerstner has written off everything that he could write off last quarter and he will be beating street estimates until some other major flaw in their business model comes to light. Having said that, I don't think that Intel could not do what you say they are doing. They are big enough and successful enough to change the rules of the game - but they have to let people know what they are doing - in a way that idiots like me can understand. I can understand what you are telling me, but I can't understand what Andy Bryant is trying to do (breakfast at ML). All I know is that he works very hard, knows his stuff, and is highly intelligent. That is not enough. Mary