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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: akidron who wrote (17437)	3/9/1998 5:11:00 PM
From: Gottfried	Respond to of 70976

aki and all, Intel believer says market looks super Mon Mar 09 07:30:25 1998 By Thom Calandra, CBS MarketWatch BALTIMORE (CBS.MW) -- Frank Cappiello is probably the only Wall Street professional who has his name on a family of mutual funds and an Italian dish, Eggplant Cappiello at Chiapparelli's in Baltimore. He's also one of the few Wall Street money managers who is sticking with battered Intel Corp. (INTC) and other technology stocks. Loudly and proudly sticking with them.[snip] cbs.marketwatch.com

To: akidron who wrote (17437)	3/9/1998 5:13:00 PM
From: akidron	Read Replies (6) \| Respond to of 70976

FYI from the intel thread... for clark and marc and even brian... those brave men who think it is all over bar the race to 40 and beyond.... To: John Koligman (50265 ) From: Jim McMannis Monday, Mar 9 1998 4:30PM EST Reply # of 50286 John... Looks like tap city for Intels high margins.... Compaq, 60% non Intel boxes in Jan...and IBM 71%. That's mind boggling. Overall, 36% NON Intel boxes in Jan 1998 vs 7% in the first quarter of 1997. The retail consumer has spoken...and they didn't care as much about "Intel Inside" as the price on the outside... They also weren't taken in by the high priced Pentium II... When Analysts get ahold of this report what do you think will happen to the price of Intel stock? Ahhh ooooo ga! Jim

To: akidron who wrote (17437)	3/9/1998 5:51:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

Aki, Re:Finally BUXXX... what did u decide to do???? I'm still waiting, drifting with the tide/icebergs. Seems like there might be some support at $30-31 before options expiration, barring any "collisions". I am priming my gun again though, might get to do some polar bear hunting on the ice flows! Still keeping my eyes open for the "big one". GM is probably groaning and rolling his eyes right about now, but I bet he is grinning, none-the-less. Waiting patiently, with primed gun. BB