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

To: Elmer who wrote (95271)	1/7/2000 7:02:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi Elmer, RE: "With such flattery how can I help but respond?" It's not intended to be flattery, it's a well-earned assessment. RE: "I think Intel is moving into a good buying range" Me too. But I'm heavily invested in INTC stock, so I'll wait. I also have some INTC calls, so I feel I can wait before buying more stock, yet won't miss something if it suddenly rises. RE: "I write puts on Intel religiously" How so? RE: "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." AMD doesn't fit for me. However, I made an exception back when AMD was $18, I bought some calls, but got out after some appreciation because, I didn't want to hold AMD for too long. RE: "I am looking around myself for some good gorilla deals but I just can't bring myself to pay CSCO's PE ratio." I agree. RE: "I've never owned MSFT, maybe I should pick up some of that?" I wish you would have asked me that when the stock was at $87. I had a confidence about the stock which was unshakeable and picked up a lot of calls (resulting in a nice tax bill), and a bit more at a later higher price. Since MSFT has appreciated some in Dec, I would suggest buying if you intend to be a long-term holder. MSFT can sit between releases. Also, Win2000's impact will be felt in the departmental and enterprise markets. I agree with Eric's assessment, that a lot of Servers will eventually be sold with Win2000 (with Intel Inside). Also, MS was very bullish sounding (from my perspective) at the last CC (although, this gets a bit diluted when the CFO leaves). I know RedHat has appreciated a lot (and dropped a bit), but I intend to take another look at it (i.e. measure it's market cap against what I project Server opportunities could be). I think 2001 could be the start of a couple of good Server years - Win2000 fully in the market, Intel eventually with Itanium, and RedHat following. Regards, Amy J