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

To: Mary Cluney who wrote (92666)	11/17/1999 5:00:00 AM
From: Joseph Pareti	Read Replies (1) \| Respond to of 186894

>theoretically they make money >because of the volatility. I don't know about you, but when I sell intc @ $85, which I bought at 71 bucks, I believe I make $14. Would you call them theoretical bucks ? With C$CO I have a tougher time waiting for the "right" time to step in, and i can only kick my ass for not having bought in October 1998. With AMZN and league, I don't even bother. Because if I had a few bucks to waste on those I would rather go to Las Vegas and it would surely be more fun.

To: Mary Cluney who wrote (92666)	11/17/1999 5:34:00 AM
From: Amy J	Respond to of 186894

RE: "When compared to Lucent or Cisco, Intel is paying more for its acquisitions" Hi Mary, I'll have to disagree here. I don't think Intel even gets close to what Lucent and Cicso pay for their deals. Having said that, IMHO Intel's last two deals were getting closer to a Cisco deal. Regards, Amy J

To: Mary Cluney who wrote (92666)	11/17/1999 9:45:00 AM
From: Windsock	Respond to of 186894

Mary - Re: "Stock volatility is costing Intel to pay a much higher price for its acquisitions - when share swapping is involved." Intel uses good, old-fashioned cash for its acquisitions and other investments. Those cash investments and the huge cash generating machine will take care of long-term Intel investors quite nicely. Analyst sentiment, the by-product of an in-bred community that produces no products, is a short term annoyance to the Intel investor. Results matter, in-bred opinions disappear in the breeze and are soon forgotten.

To: Mary Cluney who wrote (92666)	11/17/1999 11:42:00 AM
From: Harry Landsiedel	Respond to of 186894

Mary Cluney. Re: "It is precisely the long term investor that is being affected." Long-term, the stock price cannot and will not grow faster than the underlying earnings. As Warren Buffett said in a recent Fortune interview, "The inescapable fact is that the value of an asset, whatever its character, cannot over the long term grow faster than its earnings do." In the short-run lots of things can distort that picture. Good PR is one of them. That's why I agree with Windsock, " Analyst sentiment, the by-product of an in-bred community that produces no products, is a short term annoyance to the (long-term) Intel investor." HL