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

To: Pravin Kamdar who wrote (120893)	12/6/2000 1:38:11 PM
From: Hightechhooper	Read Replies (1) \| Respond to of 186894

Pravin, I think you just outlined the worst case scenario, not the most likely scenario. And it is that irrationallity that I fear. Your scenario could easily be adopted by the market when the price cuts come and when (if) INTC lowers 2001 guidance. In the real world, however. Itanium really doesn't matter, it is not significant and Xeon target markets still have a lot of growth potential. P4 will be a savior to average ASP's as INTC can afford to maintain high prices at the 1.5+ end of the market helping to offset lower prices at the <1.0 range. When you combine this information with the shift to notebooks (from desktops) and the communication businesses that INTC has, they are well positioned to maintain high levels of profitability even in a weak environment (after inventory correction is complete which could be a one time hit). I am sorry you lost money on AMD and I hope you can make it back someplace else. I also hope my INTC decisions don't prove to be fatal to me. Time will tell..

To: Pravin Kamdar who wrote (120893)	12/6/2000 3:28:48 PM
From: maui_dude	Read Replies (1) \| Respond to of 186894

Pravin, Re : "I rationally held AMD all the way down to a PE of 5 (when it is positioned better than ever to compete with Intel), where I was forced to liquidate my portfolio." I am very sorry to hear about investment woes. I am not convinced that rationality was your undoing. I believe that it almost always wins out in the long run on wall street. The problem may have been that "you were forced to liquidate your portfolio" by buying on margin. I hope you dont come down hard on your rationality. I enjoy reading your post and your logic (though I may not agree with your views on Intel). I hope you can take advantage of your rationality in your future investments. Maui.