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

To: Amy J who wrote (131284)	3/30/2001 11:22:56 AM
From: Tony Viola	Respond to of 186894

Amy, >When is MSFT's conference call? April 19, 42 cents consensus. Sounds like a lot nowadays, doesn't it. I heard on CNBC today that Vega is throwing support behind the X-Box by writing 11 new games. Is that new news? I don't keep up with the games. I think Ten does. Good news for Intel also. Also on CNBC, a guy from Munder Net-Net fund was interviewed, and naturally the CNBC clowns were kind of laughing at him, but not too bad. Anyway, one interesting point he made in defense of tech stocks was that 30% of capital spending today is for technology. He said that will go to 70% by 2010. Didn't give any source. Hope he's right. I guess I'll be optimistic until they drag me away from my keyboard. Tony