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Technology Stocks : Alcatel (ALA) and France -- Ignore unavailable to you. Want to Upgrade?

To: zbyslaw owczarczyk who wrote (2434)	9/21/2000 5:47:44 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 3891

I show another trade at 17:40 at 66 3/4. Still showing last Best Bid of 70 at 16:30 and best ask at 16:35 of 73 9/16. Can't believe ALA will escape tomorrow. Wonder if 'daq low of the day will be early in the trading day. What a bummer Zbyslaw. Not sure if the semi B2B comes out tonight or next week, but this may help, or may not. What we need is a few big name positive surprise announcements in the morning. I'm not selling anything, will probably buy selectively. Looks like 'ole Gail Dudack called INTC with it currently trading at 49 as she predicted it would test 50. She made this same prediction as she called for 'daq 3000-3200. Sooo, does Bank America downgrade INTC again tomorrow? sf

To: zbyslaw owczarczyk who wrote (2434)	9/21/2000 10:53:07 PM
From: Steve Fancy	Read Replies (3) \| Respond to of 3891

What's odd about the INTC announcement is that just earlier today Michael Dell was on the tube doing a fairly bullish interview and maintained 30% revenue growth guidance. I was only half listening, but I'm sure he was talking about Europe as being a key market going forward. Further, I have reasons to believe CPQ will have a good story this time around and finally break this trading range of year or so. I question if INTC's problem isn't more AMD than anything else. I'm an AMD man and have been for years. Would never buy in Intel processor as AMD's tend to be more powerful and cheaper. I think Dell uses some AMD chips now, as does CPQ and Gateway. 'daq futures down 92 points at the moment...don't think I've ever seem them down that much overnight. regards, sf Anyway, we'll see what tomorrow brings.