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

To: Lee Penick who wrote (42116)	12/12/1997 9:57:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 186894

Bet against Andy at your own PERIL ! Lee & thread: Here is an interesting and rather detailed article about Intel from Business Week, very informative if you ask me. businessweek.com

To: Lee Penick who wrote (42116)	12/12/1997 11:10:00 PM
From: Barry A. Watzman	Read Replies (1) \| Respond to of 186894

>re:I'm pro Intel as most everyone on this thread is. But that doesn't mean we are paid by their PR department. I would rather be right than always bullish and therefore sometimes wrong. I agree, not to even mention that what is happening in Asia has very little to do with Intel, but may have a whole lot to do with our fortunes as Intel investors (or long investors in almost anything else, for that matter).

To: Lee Penick who wrote (42116)	12/13/1997 2:02:00 PM
From: Peter Greenhill	Read Replies (1) \| Respond to of 186894

I bought INTC at 74 1/4 in February and with the œ strengthening against the $ am sitting on a 10%paper loss(approx).Also bought DIS CSCO PIXR and MSFT during March and April. Am sitting on a 24% overall profit including currency movements. I strongly believe that INTC is a buy at current levels and on 2-3-5-10 year term many will regret not buying when a quality company stock was available at rock bottom price. However my main point is that my diversification into 5 stocks has made INTC's drop easier to bear.I also have a portfolio of 19 UK stocks.I suspect that too many US investors invest in just one stock, fine when it does well but pretty miserable when it takes a big hit like INTC has. Many investors have learnt recently that stock market investment is not a one way ticket to gains.But IMO long term investors in quality companies like INTC with diversified portfolios will always do better than the day traders. Enjoy the weekend. Pete Greenhill London