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

To: Barry A. Watzman who wrote (49979)	3/6/1998 9:00:00 PM
From: Nuni	Read Replies (2) \| Respond to of 186894

"Confession time:" I'm an Intel bull too, but I admit that I sold about 15% of my Intel (and I swore I never would) and bought Dell earlier this week. So far Dell has managed to vigorously deflect negative rumors. I still have some cash left and plan to buy Intel again in the upper 60s. It seems pretty clear that we're headed for some rough seas. Intel is my favorite stock and I have no problem with its management. In fact, I believe it's the most brilliantly managed (and complex) company in the world. And OFF TOPIC. I want post 50,000!!!!!!!!!! Has anybody noticed it's coming up very soon??????

To: Barry A. Watzman who wrote (49979)	3/6/1998 9:10:00 PM
From: StockMan	Respond to of 186894

Barry, Re -- rumors that we heard last week about Compaq cancelling a big Intel order were probably true, Yup, sure looks like it, because of the "turns" reason Intel gave in their warning. Furthermore this could account for most of the shortfall in revenue. Thus ironically, the bad news for Compaq may actually be good news for Intel and the industry because it seems likely that its not an industry wide slowdown in demand, but Compaq's inventory problems. However as a caveat, its unclear if compaqs inventory problems are the results of a slower demand. Stockman