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To: Tony Viola who wrote (102480)4/17/2000 5:46:00 PM
From: Road Walker  Respond to of 186894
 
Tony,

re: "I agree with that, my portfolio % consisting almost entirely of the former."

I don't have any internets, though my wife own some Munder Net Net.

re: "I also bought AMAT on Friday, documented here for all to see."

I remember, congratulations.

re: Intel earnings

I guess it's pretty close to sweaty palms time again <g>. There are always so many questions, and this Q there seem to be more than ever (in no particular order):

1. Corporate demand?
2. Itanium release date?
3. Willamette release date?
4. Capital spending and effect on net margins?
5. W2000 upgrade effect?
6. Timna release date?
7 through 11. New businesses progress?
12. What happened to Paul E?

I'm sure you and other could add another 10-15 questions.

John