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.

Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (6038)	1/13/2000 2:24:00 AM
From: steve susko	Read Replies (1) \| Respond to of 10293

Hi Bill, with the resignation of the studio head, do you think it could adversely affect the business fundalmentals of Disney? Would you still buy on dip? The guy has been very successful in generating high grossing movies for Disney.

To: Bill Wexler who wrote (6038)	1/13/2000 5:09:00 AM
From: Bill Wexler	Read Replies (3) \| Respond to of 10293

Some thoughts about INTC... I've been an INTC investor for years (but I don't currently have a position - having unloaded my last shares during the recent runup). It's a great company, and a great stock for a lifetime. However, in the short to intermediate term I have to wonder: 1) If Gateway blew up. 2) If Dell is choking. 3) If everyone really wants small handhelds, net appliances or cheap "web" PCs. 4) If AMD (despite being a dog) is getting a little traction. 5) If lots of people are buying iMacs. 6) If Sun is becoming a server monster. Then how on Earth is Intel going to hit - much less beat - its numbers this quarter? I'm a little concerned that every INTC "analyst" seems to be coming out of the woodwork with outlandish bullish predictions and price targets right before Thursday's announcement. I think it is irresponsible in a market that is getting riskier by the minute interest-ratewise.