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

To: Jim McMannis who wrote (136619)	6/4/2001 5:50:44 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Jim, re: "Then Company B got some WWs, NNs, SSs to go along with the DDs..." Company B still has to sell significant numbers of WW's, NN's and SS's. Not a forgone conclusion. Look at all the retail slots company B has lost this quarter. Company B needs retail to just keep it's head above water. It's easy to get carried away with the potential of company B, but the action in the stock of company B in the last week scared me away. John

To: Jim McMannis who wrote (136619)	6/5/2001 12:27:40 AM
From: Paul Engel	Respond to of 186894

McPanic - Re: "Maybe some big server company says hey, OK Intel, you want to sc$w us on these prices we are going to add some Palimonos to the line just as leverage." Sure, sure. Server companies are just DYING to cut their server prices by 50% so they can reduce their revenue by a huge amount - and increase their inventory costs by carrying two product lines when they used to have just one. Nobody wants to make money - everybody wants to sell cheap sh*t and lose money.