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

To: Lizzie Tudor who wrote (177166)	2/28/2004 6:40:26 PM
From: Amy J	Respond to of 186894

Thread, A former analyst said he thought Intel's stock might be held down a tad, due to some inflationary concerns. i.e. some concern for a bit of inflation may possibly be figured into the stock - hightech is apparently considered more sensitive to inflation than other sectors. Coincidentally, the BLS had issued a delay on their inflation readings. AG's current talks about deficits are on point, given the market might possibly be factoring in some concerns for increased inflation. Steven Roach sent a letter asking AG to increase rates to 3% so there's play room if another downside occurs, which I think would be the right move at some point, but tend to agree with AG that too soon of a drop in interest rates could actually have a worse impact if it interrupts the current recovery. Am seeing some price increases on certain items. Regards, Amy J