Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Mary Cluney who wrote (160168)	8/29/2000 9:08:29 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Mary - You're talking to a guy who tripled his position in INTC a few months ago "by accident" - I sold puts and the stock was put to me. Now INTC is my largest holding by a fair margin, and I am needless to say pretty happy. I don't happen to think Itanium - or "Unobtanium", my favorite alias - is going to do much for INTC. Maybe McKinley. Sure SUNW is vulnerable. I happen to think that MSFT's "Dot-Net" initiative represents a bigger threat than Intel's schemes, since if successful, it will "out java java" with a more portable, scalable and much lighter weight model. But we won't know for a while.