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

To: Road Walker who wrote (103696)	5/26/2000 4:16:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

John, you said it. The big cap gorilla types have held up very well. I did see a call on the AMD thread today saying that, at the end of all of this, Cisco needs to see 100 billion in market cap. So that's about 1/4th of today's closing, which would put Cisco at about $14. I wonder what he'd say AMD should be under that scenario? I like these guys that, no matter how low the markets go, say, "we need umpteen bazillion points more down." Tony

To: Road Walker who wrote (103696)	5/26/2000 7:27:00 PM
From: pompsander	Respond to of 186894

I know numbers are your friend, but look at this chart. QCOM, a "new" gorilla has suffered this year, everyone knows about Microsoft's travails...but Intel and Amat and Cisco are really just fine. siliconinvestor.com

To: Road Walker who wrote (103696)	5/27/2000 7:04:00 AM
From: JDN	Read Replies (1) \| Respond to of 186894

Dear John: I agree with you as to INTC however it is only one of 20 stocks (mostly tech) that I own. Other than AOL I have no INTERNUTS and believe most of my portfolio to be of high quality, but still its down significantly, havent calculated it lately but last I did the equity portion down about 25% although total portfolio only down 12% as have a large holding of preferreds too. JDN