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

To: Elmer who wrote (123870)	12/30/2000 11:40:13 AM
From: Jim McMannis	Respond to of 186894

Just to qualify it, someone recommended Motorola, Compaq, Cisco, Microsoft and 3 month T-bills... Asked for a high on the Nasdaq for the year...the highest guess was 3200. Low was about 2000. Someone said 12,800 on the Dow though.

To: Elmer who wrote (123870)	12/30/2000 1:23:58 PM
From: Hightechhooper	Read Replies (2) \| Respond to of 186894

Elmer, I don't pretend to know as much about INTC as you but I don't see how P3's and Celerons consumer desktops can represent 75% of sales. just as a wag: comm prods: 20% Flash: 5% Server Chips: 5% Notebooks: 10% Misc prods: 5% Corp desktops:35% consumer PC's:20% Again, I don't see how price competition in 20% of the business can be considered a "price war". Maybe to an undiversified company like AMD it is a "price war" but not to INTC. Does this make sense to you?

To: Elmer who wrote (123870)	1/1/2001 1:57:40 PM
From: Harry Landsiedel	Read Replies (2) \| Respond to of 186894

Elmer. Re: "I'm reading a book right now on Warren Buffett and his valuation style." I am a fan of Buffett's investment style, so I would appreciate it if you could post the name of the book. Buffett himself stays away from companies like Intel because: a) he doesn't understand them and b) likes companies in stable businesses. Generally, when folks start posting a price a few dollars below the current close as the "bottom", the current price IS the bottom, and they miss out on the way up. Hope this is true this time. HL