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


To: Ibexx who wrote (46296)1/23/1998 6:13:00 PM
From: carl a. mehr  Respond to of 186894
 
Ibexx,
One quick comment about annual stockholders meetings. I go all the time and it has made me lots of money:

Went to AMD's stockholders meetings in New York in 94 and also in 95. After being lied to by CEO Jerry Sanders in 95, where he stated that no ICE code (copied from Intel) was beeing used. He said: " It was a clean chip"! One month later when the truth came out, I sold all my AMD and jumped onboard Intel.

Attended LRCX and AMAT stockholders meetings in fall 96 and spring 97, respectively. The difference was like night and day! Went from LRCX to AMAT.

Loaded up on Tencor about 2 years ago, due to favorable impression from attending their meeting. The list goes on,
humble carl



To: Ibexx who wrote (46296)1/23/1998 8:48:00 PM
From: Barry Grossman  Read Replies (3) | Respond to of 186894
 
Ibexx, OTOT

Was it before or after the Pandesic announcement that you got into SAP ADR's? Just curious. I recall looking over their website when I first heard of them and being impressed with their company and outlook but didn't buy the stock.

Do you still think it's a buy? Have a target price? It's already a double.

It seems that if one would have just bought the stocks whenever Intel announced a deal with a new company over with for the last two years, one would have done quite well. RMBS, RSYS, AVID SAPHY. Interesting strategy, no?

Barry