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To: Jules B. Garfunkel who wrote (871)4/5/1998 1:29:00 AM
From: greenspirit  Respond to of 990
 
Jules, yes I own REGI, I also bought USWeb. This industry as part of the growth of the internet is to me the best pure play on the growth of e-commerce and the intranet long term. Webpage database development is not something that is going to go away or be circumvented easily. Once a customer is locked in, like for instance, Amazon.com. They would be crazy to fire or shift webpage development companies. That to me gives this business model as much proprietary protection as you can get with the internet.

Jules, I believe the best thing right NOW for Intel to do would be to plunk down some of those billions and buy REGI outright. That to me would be a great strategic long term investment for them.

Best, Michael



To: Jules B. Garfunkel who wrote (871)4/9/1998 4:15:00 PM
From: Harry Landsiedel  Read Replies (2) | Respond to of 990
 
Jules. Re: Intel as a long term investment.

Here's a quote from a recent Louis Rukeyser's Wall St. According to Byron Wein, Morgan Stanley biggie,

"I'm still very bullish on Intel... I'm a great believer in buying great companies and holding them. And you can't do that without experiencing periodic setbacks. Intel is going through a soft period here, but it still has the characteristic of being able to continuously regenerate its own product line. It hasn't had to catch up with other innovations, and that's a powerful asset. It think Intel is going to continue to be a good investment, and I don't think its p/e ratio is exorbitant."

Someone in the investment world gets it.

HL