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

To: Road Walker who wrote (108857)	8/29/2000 10:13:40 AM
From: Gary Ng	Respond to of 186894

John, Re: At this point, I am thinking I have to reduce my exposure to this company over the remainder of 2000 While I haven't come to the point of reduce my holding, I have stopped adding(which I did in regular basis in the past). gary

To: Road Walker who wrote (108857)	8/29/2000 6:41:57 PM
From: kash johal	Read Replies (1) \| Respond to of 186894

John, Good balanced post. Intel is still a powerhouse. I think the key to execution will be the PIV. Once it comes out the stock will likely go even higher. That may be a good point to take profits or write some covered calls. This allows you to hedge without selling your long term Intel holdings. If Intel PIV intro falters and the ramp has issues then it will be tough for Intel next year. Majority of profits is still from the laptop/desktop market. Views on PIV are all over the place from its a dog to a real screamer. We will know soon enough. regards, Kash