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


To: Catcher who wrote (111089)9/24/2000 1:36:21 PM
From: Monty Lenard  Respond to of 186894
 
Catcher, I would be selling covered calls into any rally from here. Just my opinion.

But just wait till those downgaps are filled and watch the fun.

Monty



To: Catcher who wrote (111089)9/25/2000 10:01:23 PM
From: sea_biscuit  Read Replies (2) | Respond to of 186894
 
The following excerpt from today's Market Rap by Fleckenstein puts it very well :

Never underestimate the power of denial. . . As if to put an exclamation point on the fact that the u4ians don't think Intel matters as they race into the Cienas, Sycamores and Junipers of the world, a reader sent along the following great description of that mentality: "For those of you keeping score at home, it's time to move Intel from the 'tech bellwether column' to the 'doesn't really matter column. You can put them somewhere between Amazon and Lucent." What a perfect description. Once again, folks are trying to pretend that anything that has a problem is not germane to anything else. Now the bubbleonians are busy huddling themselves into anything that has no fundamentals, for the obvious reason that with no fundamentals, what can go wrong?

siliconinvestor.com



To: Catcher who wrote (111089)9/26/2000 12:44:26 PM
From: middle-of-nowhere  Read Replies (5) | Respond to of 186894
 
Why has Intel fallen more than other techs?

The future seems to be intelligent handheld devices and the wireless internet. How many mobile telephones or PDAs do you know which run on Intel's chips? None?

This is the main reason behind the Intel jitters, I believe. Many agree, as published before.

Intel is a great company, but it really needs to do something about communicating its strategy regarding future wireless technology.

Most of us try to buy the future. Look at the share price of PHCM. It promises the wireless internet over your mobile phone. Since May, the share price has doubled. I am sure (without checking) that Intel makes much more money than PHCM, but PHCM and similar new hungry companies have the promise of the future.

Do you agree?

Regards
MoN