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

To: Road Walker who wrote (94985)	1/4/2000 4:50:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

John, I still expect the "quality" internet stocks to hold up resonably well... Intel didn't rally participate in the bubble. So 10-15% off would be OK. If Intel can salvage the qtr then I expect a relief rally. I think they will, at least they didn't warn. Your concerns about rates seem to be coming to pass. Bloom is off the Y2K fixation and it appears the markets will now worry about rates like they should have been doing all along. RE:"I don't know how long this will last, but it looks like the assets going out of the stock market and going into bonds. If that continues, it's something of a self-regulating action. Lower bond prices will eventually support stock valuations, and I think Mr. Greenspan is less apt to raise rates if the market is less speculative and more reasonably priced" This can be true but there will be pain. I think AG will raise 2 more times at least unless the markets really tank first and slow the economy. You know it's always a juggling act with participants always trying to guess when the last rate hike is in before jumping in with both hands...at least that used to be the case before the internut craze gave everyone amnesia... Jim