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

To: Hightechhooper who wrote (125217)	1/17/2001 11:43:24 AM
From: Joe NYC	Read Replies (2) \| Respond to of 186894

Hightechhooper, In addition, I personally have never witnessed such negativity on the part of analysts towards one company, especially an industry leader like INTC. It seems as if they have made a pact with each other to rip anything and everything INTC does in an attempt to drive the price as low as possible so their clients can buy it on the cheap. I think people holding oher semis feel the same. Did you see some of the new 12 MONTH PRICE TARGETS issued today? They start as low as $27 That's still PE in the 20s. AMD's PE is < 10. Joe

To: Hightechhooper who wrote (125217)	1/17/2001 12:43:00 PM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

HTH,<<<the fundamentals are still very bad and no one knows what the catalyst might be for a resurgence in IT spending in general.>>> Jack Welch spent nearly 15 minutes with Mark Haines and the Squawkbox crew this morning in a terrific interview. Mark Haines asked him specifically about IT spending. Welch was very emphatic when he said IT investments were the lifeblood of GE's future. That is where they will concentrate their efforts in making GE more efficient and more competitive. All this analyst negativity could represent a terrific opportunity. I am now wrestling with myself to put my money where my keyboard is - and add to my INTC holdings. The problem, in my case, is overweighting. Last week when Yahoo warned I bought at the open the next day - but I could kick myself for not buying more. In hind sight, it was such a no brainer. Mary