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

To: carl a. mehr who wrote (93413)	12/6/1999 1:06:00 AM
From: Brian Malloy	Read Replies (1) \| Respond to of 186894

FWIW, In Barron's this weekend. Michael Dell indicates that its component problems with INTC from the third quarter are behind it. Spending will increase dramatically in 2000 as major corporations scramble to integrate the Internet into almost every aspect of their operations and are ready to get their checkbooks out. Article also had the following from a Mutual fund manager: After sitting down for a one-on-one with Dell, Janus' Scott Schoelzel said: "I'm very comfortable with Dell. He genuinely confirmed that Intel's yields are getting better by the day," said Schoelzel, whose $28.8 billion Janus Twenty Fund holds about 20 million shares of the Austin, Texas, computer maker.

To: carl a. mehr who wrote (93413)	12/6/1999 1:30:00 AM
From: tejek	Respond to of 186894

humble carl I am more open then you might suspect. However, unlike you, I can not blindly trust that everything is fine when it may not be. Because something has been good for 5, 10 even 15 years does not guarantee that it will be in the future and of course, the opposite is true as well. Having said although that, the truth is I hope that both our investments prove to be beneficial. And that event is just as possible as anything else. ted

To: carl a. mehr who wrote (93413)	12/6/1999 11:33:00 AM
From: Burt Masnick	Read Replies (1) \| Respond to of 186894

Store called "Pacific Coast" has the usual full page add for PCs with mostly Intel processors including a 733 Pentium III, but the best add is for a "700 MHz Intel Athlon" which is a touch confusing. Second day that I've seen the add too, so no one has told them that something is awry. My own observation of the adds is that there are fewer AMD names on offered desktop units than a year ago. Just an unscientific sampling of the adds in Long Island Newsday. Also, virtually no adds for 750 MHz Athlon. Have seen 550, 600 a few times. Burt