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

To: Amy J who wrote (95262)	1/6/2000 8:23:00 PM
From: Jim McMannis	Respond to of 186894

My list is all the obvious ones LU, CSCO, MSFT, SUNW, QCOM plus JDSU, Conexant, GLW, ETEK, AMGN, CRA and HGSI.

To: Amy J who wrote (95262)	1/6/2000 8:51:00 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "Hi Paul & Elmer, You're both excellent bottom-fish buyers. What's your opinion? For people who don't own INTC, MSFT, CSCO, this might become an opportunity to pick some up, however, for those who already own the Gorillas, I think it would take a lower price before it's attractive to buy even more: " With such flattery how can I help but respond? I think Intel is moving into a good buying range and I write puts on Intel religiously. Shocking as it may sound, I think AMD may be a buy again in the high $20s, if you don't hold it for too long. I am looking around myself for some good gorilla deals but I just can't bring myself to pay CSCO's PE ratio. I've never owned MSFT, maybe I should pick up some of that? EP

To: Amy J who wrote (95262)	1/7/2000 11:54:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Amy and others looking for other tech stocks to buy after the downturn: we discussed Cisco here, and they're now up about 10 bucks from the after hours low of last night. CS First Boston said to "Load the Boat" on Cisco this morning. In my experience, to get Cisco on a downturn, you have to move extremely fast. It doesn't like down. EMC is also up about 9 from the low of last night. CNXT and XLNX were also mentioned here, also now up big. Maybe that was the tech low last night??? Tony