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To: bambs who wrote (40030)9/22/2000 9:51:42 AM
From: The Phoenix  Respond to of 77400
 
I have no insight there but they too have a lot of international exposure. So, if INTC's "spin" is on target then you could be right. However, I believe (perhaps incorrectly) that INTC's impact is far greater than IBM's these days.

FWIW the market is taking it better than I thought. Looks like the "buy the dip" folks are enjoying themselves. I'll tell you what, I added all kinds of stuff - I just stayed away from the PC sector. The optical companies got beat up for no reason. I added CLS last night at $70... trading 81 now. <ggg>

Phoenix