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

To: Mary Cluney who wrote (96152)	1/13/2000 8:07:00 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Mary, re: Andy Intel's results seem to have softened your attitude towards Intel management. Actually, I watched Andy on CNBC and listened to him on the conference call, and although he was better than last quarter, Intel SHOULD be able to find somebody with a little more pizzaz. I'm know he does a great job as CFO, he's just NOT a great media guy. John

To: Mary Cluney who wrote (96152)	1/13/2000 9:04:00 PM
From: Michael Bakunin	Read Replies (4) \| Respond to of 186894

Wade Boggs was, like Intel, a great player. To boosters, though, he's The Best Third Basemen Who Ever Lived. See, strikethree.com -- like Dave Paisley, I think Mike Schmidt kicks Wade's TBTBWEL. Intel had a fine quarter. But a "blowout quarter"? - IABG revenues and earnings were flat with last year - operating income was down over that period - the EPS surprise came from selling securities Intel is a great semiconductor company. Whether they can become a great venture capital mutual fund, too, is open to question. Let me try again, too: core revenues and profits were flat. What did they blow out? Cheers, -mb