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

To: Paul Engel who wrote (92244)	11/12/1999 2:49:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 186894

Paul: That is the Paul to whom I referred. Is there another on this thread? I missed your sane insights into the technical problems at hand and how the Grove works was coping with same. Thanks for reappearing. JFD

To: Paul Engel who wrote (92244)	11/12/1999 4:04:00 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "This "Paul" has been on the phone with his broker, selling PUTS on Intel - to take advantage of the market reaction." This Elmer has been doing the same. Dec 60s looked nice. EP

To: Paul Engel who wrote (92244)	11/12/1999 4:35:00 PM
From: John F. Dowd	Read Replies (2) \| Respond to of 186894

Paul: Thanks for the heads up on the ORCL deal. It would appear that IBM will come with a 32/64 bit Unix based superserver with ORCL's support. From what I can see this would be bad for Linux and SUNW and good for INTC. This guy OSHA must have had a brain cramp. I mean INTC is sold out. Even Value America Catalog is selling the HP 733 PIII so Dell must be getting all they need as well. And if AMD is sold out which doesn't take much in light of their capacity and yield, why the concern about margins. In light of all this I don't get it. Is there a missile we are missing? JFD