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

To: Jacques Newey who wrote (94916)	1/3/2000 4:42:00 PM
From: Tony Viola	Respond to of 186894

Jacques, I am still very long on Intel, although I had to lighten up a bit to pick up my Baby-B's. Baby B's? Bells? I know it is a bit of an idiosynchracy about Buffett never having gotten into techs, because he doesn't understand them. Maybe it's a good time for him to hang it up, like Bill Parcells. Happy New Year to you too. Tony

To: Jacques Newey who wrote (94916)	1/3/2000 5:25:00 PM
From: Steve Lee	Respond to of 186894

Can't agree on INTC being overpriced. Look at the forward PE and the growth rate and you have a very cheap stock IMO. I agree with you on the inuts and maybe there will be guilt by association in the event of an inut crash. Unlikely though seeing as INTC & MSFT haven't had a nutty rally by association. CSCO is valued more ambitiously than INTC & MSFT but there is still no comparison between CSCO and the AMZN's of this world. I wonder what will happen when old Warren kicks the bucket. If some tech savvy person takes over the asset allocation, will that mean a massive inflow of funds into the techs?