To: Road Walker who wrote (44316 ) 1/7/1998 5:51:00 PM From: David S. Read Replies (5) | Respond to of 186894
John,....Boy, another crazy day at the Intel farm. I have to give Paul Engel a lot of credit for slugging it out with three wildmen while the real argument was still being carried along in between. Moo Chips, thankfully, got so mad he basically shut up (only 3 or 4 posts). Jozef spent the day regurgitating the same spittle over and over, never seeing the absolute paucity of logic in his remarks. In contrast, Paul E. mixes humor with data, but he keeps his opinions re: Intel, however reasoned, separate from his data. A very important distinction. ....In this regard, Jozef, however, flunks. His opinion becomes his data, and he believes that it is fact. Sorry, Jozef you need some schooling. I say this as a professional educator and scientist, not as an Intel investor (By the way I use Macs not Intel PCs.) I am worried that you may have taken too many hockey pucks to the head. (Sorry, that was a cheap shot based on your limited profile.) But, nonetheless, companies must make rational decisions to be successful, and so do investors. The rationality may be submerged as intuition, gut feelings, etc. but, luck can only carry us so far. Jozef, you need less puck, or more luck, or perhaps a kick in the pants. Please, don't put your money on your arguments, they are loosers. What takes the cake is Paul Fiondella. Hundreds of thousands of $$ lost to wild guesses without any good reason. I don't see how someone can trade in 6 figures and can't separate his emotions from his facts. Why are you here Paul F.? Are you long or short Intel - and at what price and time did you buy or sell? We don't care about the size of your position. You are obviously jealous of Paul E. Intel stock price, and perhaps of his slide rule as well. (I believe they can still extend more than ten inches.) But do you have any basis for claiming he represents the company? Cough, it up please. My take is Paul E. got his shares long ago, and after so many splits, they are cheap by the post split price. My Intel warrants now have a cost basis of $3 and 1/8th after two splits, and Paul E. has been in Intel for at least 10 years. On the positive side, thanks to John Fowler and Mary Cluney for adding some real ideas to this argument which John started yesterday with some thoughtful musings, re: Intel / Compaq and branding power. My point in reaction to John has not be taken by him (see my post #44216), but nevermind, at least he is following his logic. ...Unfortunately, I almost always post too late in the day to get read, but today, I am piping up early (and probably too long). I am particularly intrigued by Mary's comments about Pfeiffer (Compaq CEO). An astute and aggressive leader can work miracles. I would like to know more. Nonetheless, until convinced otherwise, I pick Intel over Compaq for the long run. As I said previously: "Go with the flow, not the imaginary glow." (There, I quoted myself - what a trip.) Regards, David S. (I) Long on Intel and Iomega PS: Can anyone tell me how to lift and include hypertext links in a post?