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To: jim_p who wrote (87085)	2/13/2001 12:15:17 PM
From: diana g	Respond to of 95453

<<<Off Topic--Tech>>> Hi jim, Have you considered the Fiber Optics? I've been buying JDSU & GLW. These high PE / high growth fiber optics have taken an especially hard beating, but look to me to have great potential. bwdik? regards, diana

To: jim_p who wrote (87085)	2/13/2001 12:21:21 PM
From: Umunhum	Respond to of 95453

O/T - INTC I wouldn't touch INTC with a ten foot pole. I think INTC is dead money for at least a year. They have negative earnings growth. They lobbied the analyst to include their one time capital gains into their on going earnings and now with the tech crash their unrealized capital gains went from 2.9 billion to about 300 million. They have been realizing about 800 million of capital gains per quarter that is no longer possible. They changed their accounting revenue recognition method twice last year to hide their declining sales growth. They seem to want to diversify into any and everything that is out of their core competency. So they are the battleship competing against smaller and nimbler competitors (web hosting with EXDS, CDMA with QCOM, etc - I thought companies learned not to do this in the 80's). Their new processor Pentium IV is a dog and is not expected to generate more revenue than the Pentium III until 2002. The Pentium III has hit the performance wall at 1 Gig. Meanwhile AMD has the best product on the market right now and is poised to eat some of INTC's lunch. (due to fab capacity this is somewhat limited) It goes against my 2nd favorite investment philosophy Gorilla Gaming. #1 is energy stocks. On the other hand maybe I've been spending too much time reading the AMD board, but I still wouldn't invest in INTC.