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

To: smooth2o who wrote (180522)	3/30/2005 5:37:20 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

RE: "I was beginning to worry, there." Me too, but am now more worried about Intel's customers. So is WS. At least HP now has a CEO. If you look at Intel's revenue breakdown, they aren't very diversified. It's actually worse than startups where they commonly have as much as 10% with one customer. RE: "I would have thought that we would have seen 'some' recovery by now, they have cleaned up quite a bit and established that they can execute on the plan exposed. I guess future performance does not guarantee past results, wouldn't you say?" Company performance is a leading indicator. Financial performance comes later. Stock performance comes even later. PEs are contracting in this economy. WS can be late but they'll eventually get there. Am more concerned my covered calls might be a bad idea while going into April's next CC. Additionally, I bought enough stock lately (Cisco, etc.) with new funds that my % Intc holding is out of whack. So now I need to buy some more Intc. Regards, Amy J