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

To: Road Walker who wrote (139564)	7/18/2001 1:47:50 PM
From: jim kelley	Respond to of 186894

Buy high and sell lower or lower.<G>

To: Road Walker who wrote (139564)	7/18/2001 5:51:53 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 186894

John, did you see this story from Ed Stroligo on Intel's earnings? overclockers.com Somewhat funny that someone who overclocks CPUs instead of buying stocks comes up with the same concerns as you. Andreas

To: Road Walker who wrote (139564)	7/18/2001 9:48:28 PM
From: kjhwang	Read Replies (1) \| Respond to of 186894

I generally concur w/your financial assessment for the "other" businesses. However, uP growth is slowing and last I heard was projected to be in the 8-9% range. Thus, staying in the cpu biz. will not provide enough growth to justify intc's current/historical P/E. Thus this push into new businesses is a must from a corporate perspective in order to maintain the healthy historical growth rate/stock appreciation of yesteryear. I believe the real issue with "other businesses" is intc's conservative acq. strategy to grow same, which forbids acquiring top-notch tech. companies such as VIA or BRCM or a host of other top-tier tech. to provide real leadership in new sectors.