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To: Sonny McWilliams who wrote (18551)3/20/1998 5:28:00 AM
From: Frank Ellis Morris  Read Replies (1) | Respond to of 27012
 
Good Morning Sonny,

It was nice to see the Dow and Nasdaq reach a new high but it will be even greater to see the tech stocks in favor again. I saw this article on Intel and wanted to pass it along to you

* INTEL CORP said it remains bullish on PC demand in the mid-term and confident about a profitable entry into a new market segment that has so far only generated red ink for its rivals. Intel expected the number of PCs installed worldwide to rise fivefold from 200 million now to more than one billion after the turn of
the century -- an increase that it planned to meet by churning out different lines of chips designed specifically for corporate, mobile and high-powered computers. The company also predicted profit and sizeable sales would come from a soon-to-be-released line of chips for home PCs priced under $1,000,
senior vice
president Albert Yu told Reuters in an interview at the CeBIT trade fair. (Reuters 05:00 AM ET 03/19/98)

Have a good day
Frank



To: Sonny McWilliams who wrote (18551)3/20/1998 8:31:00 AM
From: Stonehenge  Read Replies (1) | Respond to of 27012
 
Sonny, this is the perfect time to buy the drives...when the blood is flowing in the streets. It just takes that intestintal fortitude I talked about last night.

I keep adding to margin and don't want to sell at these low prices (techs). Any suggestions?? I was considering lightening up a little on intc to pay for some of the msft and inva I just bought. I own 2550 intc and just a few hundred msft and 1000 inva. I was thinking it would be a good idea to not carry so much margin and diversify among a few different tech stocks. I am still an asset allocation nightmare. Pretty much all of my holdings are in tech save a few shares of a couple of banks. The margin has been increasing almost exponentially as I can never bring myself to sell.