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


To: Elmer who wrote (105708)7/16/2000 12:02:30 AM
From: Paul Engel  Respond to of 186894
 
Elmer - Re: "He loves them when they're going up. Then he's on of "us", but otherwise he's on the other thread trashing them"

McJimbo must do his investing through the JANUS fund.

Paul



To: Elmer who wrote (105708)7/16/2000 9:00:06 PM
From: Jim McMannis  Respond to of 186894
 
Elmo,
RE:"He loves them when they're going up. Then he's on of "us", but otherwise he's on the other thread trashing them."

Basically I try and think of all the negative things about a company (and positive), then try to filter out the bigger picture...
Trouble is, when I mention something negative about a stock you own, you take it personal...

Intel can work through their current problems...never said they wouldn't. But in the meantime, Athlon is gaining ground. Without SMP however, it's hard for them to get over the next wall. Losing the Mhz lead won't help either but SDRAM and DDR will help.
If Intel has some advantage in the cell phone business...then that's a whole other ball game...

Jim