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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Mark Pritikin who wrote (2881)	1/18/1998 9:07:00 PM
From: Harrison Hickman	Read Replies (1) \| Respond to of 42834

<<What were Bob's reason's for recently becoming bullish on INTC and then suddenly changing his mind. It seams like the glass is always half empty on INTC for Bob unless of course if he decides to trade it.>> He said he views INTC as a "trading stock" and explicitly refused to speculate on its long-term future. He clearly implied that he does not treat it as a "core holding." I personally have held it over 4 years and, despite the recent decline and BB's opinion, I am very happy with INTC and plan to continue it as a core holding. For what that's worth. Harrison Hickman

To: Mark Pritikin who wrote (2881)	1/18/1998 9:08:00 PM
From: Investor2	Respond to of 42834

RE: INTEL If I remember correctly, Bob indicated that his primary concern was INTEL's projection for decreasing profit margins. Given the dropping margins, he sees INTEL as an "average" value. Best wishes, I2

To: Mark Pritikin who wrote (2881)	1/18/1998 9:54:00 PM
From: mister topes	Read Replies (3) \| Respond to of 42834

How many times has Brinker told you on the radio that Intel is not an investment stock but only a trading vehicle. How many times has he told you he took profits in the mid nineties during the autumn and sat on the sidelines awaiting a reentry point for a trade. How many times has he told you he reentered Intel at 69 for a trade on the theory the stock was oversold. How many times has he told you this weekend he soldout at around 77 after earnings were reported based on the disappointing margin news on the conference call and the probability of descending earnings estimates which have now caved below $4.00 for calendar 1998. So now he is back on the sidelines. What more could you possibly ask him to say about Intel. He pours out his guts on his Intel view and you want more. You could not be made happy by anything he said about Intel. He is not going to tell you what you want to hear, that Intel is the world's greatest investment. Any Intel "investor" over the past year can tell you Intel has miserably underperformed the market by a huge margin. On 1-18-97 Intel closed at a split adjusted price of $72. At the current price of 74.75 Intel has gained a grand total of 3.8% in one year while the market has skyrocketed. Looks like Brinker has been 100% right on Intel.