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


To: GVTucker who wrote (130422)3/19/2001 6:47:58 PM
From: Road Walker  Read Replies (2) | Respond to of 186894
 
GV,

Just saw on CNBC, Vegas is giving about even odds on a .5 rate cut; 6 to 1 on a .75.

Still confident in 3/4? Your reputation is at stake <g>.

Seriously, 1 1/2 in 3 1/2 months is fairly aggressive, considering that the economy, outside of tech, is still showing growth, a recession still not confirmed. And there is sentiment value to the idea that rates will continue to come down in the future. I think I would rather have a 1/2 point cut with the expectation of an additional 1/2 point cut, than a full point cut with the expectation that that was the last move.

Even though the market begs for an over-reaction, in the end it appreciates moderation.

John



To: GVTucker who wrote (130422)3/19/2001 7:48:10 PM
From: Paul Engel  Respond to of 186894
 
GV - Re: "Such an attitude ignores the possibility that Intel might never attain its old high of $80 again, and that Intel certainly might not reward its shareholders nearly as well over the future as it has in the past. "

That's always a possibility.

Then again, Intel may have a few upside surprises in store for the world - in the future.

Paul



To: GVTucker who wrote (130422)3/20/2001 4:25:24 AM
From: Amy J  Read Replies (1) | Respond to of 186894
 
Hi GV, RE: "Such an attitude ignores the possibility that Intel might never attain its old high of $80 again"

And such a tone implies you think INTC will never reach $80.

Not an opinion I share.

Never is a very long time.

Regards,
Amy J



To: GVTucker who wrote (130422)3/21/2001 6:01:14 PM
From: Diamond Jim  Read Replies (1) | Respond to of 186894
 
What old high of $80? Wasn't the high 67 5/8s?

jim