Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tony Viola who wrote (93434)	12/6/1999 7:42:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Tony, re: "I'm finding SI about as fast recently as molasses in Maine in January" I have cable Internet service, and SI was REALLY BAD until about a week ago. Now, for me, it's normal. You really notice with cable access, it goes from about 1/2 second from note to note, to about 30 seconds. re: "Every single "analyst" that shows up on a business show is pushing tech, make that Internet infrastructure companies, lately." That usually means it's time to sell. Everything's priced in. re: "Back to the pullback, if it happens, and speaking of CSCO and EMC (guess I didn't yet), I'd like to beef up my holdings in them to fill in for my INTC when it gets absent, like now." I hold both CSCO and EMC. I wouldn't be surprised to see Intel outperform them over the next couple of months. They both seem a little over extended (along with SUNW, others). We are in a strong fundamental cycle for techs. Eventually I expect the stock prices to reflect the relative benefits to each companies earnings. Unless there is something we don't know, INTC should outperform. John