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To: upanddown who wrote (74307)	9/23/2000 10:20:58 AM
From: SJS	Respond to of 95453

John, To be honest, nope. Not into INTC right now, but the news not being that bad is 2 sided. We're in a heated debate on capex spending and cycle tops right now for semi's and PC centric producers. I'm buying comm chip companies which had a sale yesterday (EXAR, TXCC, AMCC, PMCS, etc), and opticals (GLW, JDSU, SDLI) which still quasi immune to the "PC" centric view of technology, until proven otherwise next month at earnings. Your holdings in INTC will be fine LT, I have no doubt, but I thought that of buying LU right after it's fall/miss, and it's still going down. Steve