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Technology Stocks : INTEL TRADER -- Ignore unavailable to you. Want to Upgrade?

To: Gersh Avery who wrote (2212)	4/6/1998 5:12:00 AM
From: Jurgen Trautmann	Read Replies (1) \| Respond to of 11051

re Intel -> Gersh, Janko & Bernie and the small rest... Of course I'm on line reading & learning. Maybe I can add another thought out of my not so professional sight of things: 1. Compare Intels recent prices to LU - warnings or not, the price is as cheap as Lucents valuation high is. 2. Remember Intels rescue - Intel-fans need a few month to forget the last pain, it's like a "reconvalescence". During this time nothing is happening, but after this time we will have rallies again and again - if not Intel will bring new "surprises". Of course, the need of time for a new start increase from round to round. 3. It's not true that fundamentals have changed - you cannot believe in Microsoft, Compaq and Dell, handling the same time that a few $-% of lowprice-pc's have changed the world for Intel. 4. It trivial for masters like you - but the game is to buy cheap and to sell at top. You have less risk and better chance buying a "weak" stock like Intel than buying any other high valuated techstock. Of course, I use to be wrong, and I'm sitting here with HUGE red numbers on the Intel-region of my portfolio. Happy trading! Jury

To: Gersh Avery who wrote (2212)	4/6/1998 5:34:00 AM
From: Jurgen Trautmann	Read Replies (1) \| Respond to of 11051

re. VW (ein Beitrag aus Deutschland...) It's the future what matters. All remarks are related to Germany - but, don't forget, this is by far the most important market for VW. Mr. P. was successful with VW, no doubt. This is BAD for the coming time, cause you cannot fire a successful CEO. But it was necessary to fire a man who's wandering behind the edge. VW-stocks will fall down like a stone if VW would get RR. That's clear for everybody. But - same reason - the stock will also tomb if VW doesn't get RR, cause in this case this old, dry, mad guy wants and will realease sort of Ferrari. At last at the day when it's clear that this will happen, the stock will go down by dozens of percent. VW has a well commented new GOLF - but they cannot supply. Same problem as Boeing suffers - you must have goods or you don't get cash. The problems are HUGE, and there is a VERY strong competition on horizon from A-CLASS. A-CLASS has the ADVANTAGE of having had problems from start on - this frees unbelievable forces, you will see, they will have more success than without start-problems. Facit: VW cannot deliver GOLF yet, and later they will have strong competition. The new "KŽFER" must be imported from oversee, he's too expensive and doesn't meet "bolz" of German buyers. IMHO - no chance. Compared to Smart, Polo, KA, Twingo, Punto and others, no chance. We have 20% unemployed and our "Chickeria" don't like this design. A few 1000 cars in California cannot make VW a rich company. Last not least: VW is overvalued - especially related to a situation when they cannot continue to grow. And - again IMHO - they will have problems to stay where they are. Hints wanted? Buy BMW, Daimler, Porsche, if you want achieve gains with German car-stocks - at least for the coming year. Longterm - under new management - and with a (certainly not expected success of 3-l-cars) VW could rescue again, but today VW's success is history - ending now. Happy trading! Jury

To: Gersh Avery who wrote (2212)	4/6/1998 6:04:00 AM
From: smolejv@gmx.net	Respond to of 11051

I dont know in what direction the discussion is leading us. Im enjoying it anyways - free-for-all extemporizing -. 1.Intel should stop the war they should call it "drive-for-customers", which is according to Clausewitz I guess "just war using other means". Remember, Paranoia is written big at Intel, even with A. Grove fading into the background. 2.Overproduction has nearly destroyed the entire PC sector. Intel should cut back on production, not raise it. This is the method used to keep the coffee or oil prices at a decent level. 3.These products are being purchased by humans.... The rate of change needs to be slowed down. Well, for one, it looks like it will 2000+ before I go and buy anything above Cyrix machine. I have not slowed down, I just think Im control of my buying decisions. Eventually it is the intel's EPS that gets/got the message. Regards Janko