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

To: carl a. mehr who wrote (52546)	4/9/1998 11:12:00 AM
From: Thomas J Pittman	Respond to of 186894

OT, Humble Carl, You have essentially a two stock portfolio consisting of stocks within essentially a single subindustry of the technology sector? Carl, my man, you should change your name to BraveHeart. You should be diversified like me. I hold Intel, Lam Research, and Vishay Intertechnologies as about 90% of my holdings. See, much broader! :) J (by the way, dont kid me too much on the LRCX. I still cant figure out why I didnt buy the sector leader)

To: carl a. mehr who wrote (52546)	4/9/1998 11:48:00 PM
From: Jacob Snyder	Respond to of 186894

Carl: re: "I am a little more optimistic than most. By year end I hope for 140 for INTC and 60 for AMAT, which are roughly 2/3 and 1/3 of my portfolio, respectively.So with a lot of margin I dream of a 235% return for 1998. By humbly wishing for it it may happen,humble carl" You will be much humbler if: AMAT goes to a P/S of one, and INTC goes to a P/E of 10, and you have a margin call. I don't think it will happen either, but noone thought it would happen in 1996, and it did.