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

To: Barry Grossman who wrote (41924)	12/10/1997 7:44:00 PM
From: Wm. Stefanko	Read Replies (1) \| Respond to of 186894

Barry, Have been a lurker until I read your letter to Yaacov and had to respond ,3 CHEERS for your positive letter hope some analysts happen to read it also . Regards Bill S.

To: Barry Grossman who wrote (41924)	12/10/1997 8:26:00 PM
From: Gary G. Withrow	Read Replies (1) \| Respond to of 186894

Barry, Excellent post. But I'll give you the number one reason why INTC must go up like a rocket in the near future: I recently sold 700 warrants! Now that is an iron clad guarantee that the stock will rise. Look at my history: Sold IBM @ 109 1/2 (presplit) Sold TXN @ 74 (presplit) Sold BBRC @ 34 (presplit) Sold CSCO @ 51 Sold TX @ 59 (presplit) Sold DEC @ 145 - it later split and went to 199 (long time ago) AND my number 1 faux pas Sold CCI @ 17 1/2!!! Still long on INTC: be assured that it must rise again

To: Barry Grossman who wrote (41924)	12/10/1997 9:27:00 PM
From: Sid Turtlman	Read Replies (2) \| Respond to of 186894

Barry: Good list of pluses and minuses, but you left out a big minus: For what most consumers need to do with the computer, they no longer need Intel's high end, high margin chips--its (or its competitors) low end, low margin chips are perfectly fine for surfing the web, sending e-mail, and writing the occasional letter. Will the low end chips satisfy state of the art business needs? Of course not. But for the first time in many years there are no killer consumer aps out there that require a high end CPU. Margins for Intel in the consumer end of the business will be crushed until one emerges. One other minus, although a temporary one: Many of Intel's major customers are moving to a build to order model, which requires less inventory on hand. As CPQ and HWP, just to mention two, cut their inventories there could well be a shortfall in Intel's sales and earnings, and if it is going to happen, it will happen this quarter and next. By spring this factor will be out of the way, but it could create a nasty negative earnings surprise in the interim.

To: Barry Grossman who wrote (41924)	12/10/1997 11:43:00 PM
From: Paul Engel	Respond to of 186894

Barry - Re: "What has occurred since it first rose to the 140-150 (presplit)level?" Great summary. Thanks. You forgot maybe two things. The Indians lost the World Series (Bad). The Dallas Cowboys may have a losing season (REAL GOOD!) Paul