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

To: Barry Grossman who wrote (174186)	4/21/2003 5:35:49 AM
From: Amy J	Respond to of 186894

Hi Barry and Thread, Intel probably selected a poor time to be singing praise about their Asian dependencies, if this article provides any clue to the impact Sars could have on a country's buying behavior: "Business has been down by 80 to 90 percent since the outbreak," Yu said. "It's the worst time I've ever seen." siliconinvestor.com Even a small number of Sars cases has the rather huge potential to impact buying patterns in a country, for the short-term. But it's probably wise Intel mentioned what their Asian dependencies are, as they have done, in case Sars has an impact on the business, which I believe it will in the near-term, probably Q4-03. I wonder what percent Intel's business is dependent upon China & HK's consumer/business markets? Not that it matters in the long-term, but for short-term trading it might be useful to know. Sars aside, I think this is about as bad as the stock market gets. How often do you get terrorism, war, recession, a 80% drop in the market, deficits, all in one? Also, 1999 Y2K computers (PCs, notebooks) are getting old, especially with the Win 98 support timeframe ending. Overall, I'm buying as much hightech stock as I possibly can right now (while still maintaining a healthy cash level), writing covered calls, but am avoiding Leaps because of Sars. Regards, Amy J