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

To: Paul Engel who wrote (120834)	12/6/2000 12:36:22 PM
From: Hightechhooper	Respond to of 186894

Paul, I know things don't look good from a profit standpoint in the shortrun, but please don't stop posting the technical items you are so good at finding. At times like this it is important for everyone to stay focussed on why we own the stock in the first place. I know I sure need something positive to focus on right now. Thank you,

To: Paul Engel who wrote (120834)	12/7/2000 11:26:52 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi Paul, remember when Intel was in the 70's and I said to you, "it wouldn't phase me if Intel were to drop into the twenties, and then I said anything lower than 28 would begin to phase me." (I wasn't making a prediction). Well, I think I may be close to getting a tad phased. I also get a double whammy (sort of like a two-for-one kind of a deal): I get to see increasing costs of doing business, at increasing costs of money. I'm essentially hearing that no Silicon Valley entrepreneurs (the hearty ones that are left) these days with half a brain are even wanting to raise capital at this time. Better to do it the old-fashion way: revenue from customers (a novel idea in Silicon Valley). I'm hearing that Silicon Valley startups overall are planning to scale back their growing plans. At least salaries may begin to head down now that the market has softened, so the costs should begin to decrease. The one good thing about all of this is: the persistent, hearty companies get separated from the weaker ones. On another note, I just saw John's post. Have you heard if Intel is cutting their spending? I seem to recall you saying something like: well, you always can tell if Intel is hitting a bad time just by checking their spending - if Intel cuts its spending, then you know something is up, there's a cycle, or the times are bad. That may not be what you said, but that's the essence of what I recall. You've been in Silicon Valley a long time. What is your observation between a possible connection between Silicon Valley startups tightening up and Intel? As a large company, Intel certainly has more power to weather through anything. But, if the startups are beginning to scale back their purchases, who's buying those notebooks, Servers and PCs? I guess Asia and F500s. At least Intel's servers are a lot less costly than Sun. If this recent economic climate continues and spreads to the large companies, I wouldn't be surprised to see folks there flee high-cost Sun Servers to Intel Servers for cost-savings. Intel is much better positioned for this type of economic climate. Regards, Amy J