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

To: Paul Engel who wrote (55836)	5/20/1998 12:51:00 AM
From: Jay Lowe	Read Replies (1) \| Respond to of 186894

Anecdote re high-bandwidth adoption. Today the town of Issaquah, WA (10 mi south of MSFT campus) renewed TCI's cable franchise for the town after a protracted negotiation subject to the following conditions: - TCI must upgrade it's plant to offer digital cable and internet access - Must be completed within 12 months or TCI pays $1.3M fine. - Must be completed within 18 months or Issaquah can yank franchise - TCI must lay fiber between 12 Issaquah town public buildings. - town gets to use the fiber for whatever they want (Gigabit ethernet?) Another landmark. Here the town has used it's leverage on the franchise to force the MSO to step up and offer advanced cable service or lose it's investment. The MSO's and to a lesser extent the RBOC/CLEC/EtcLEC's may be in for some surprises on the demand side!

To: Paul Engel who wrote (55836)	5/20/1998 1:53:00 AM
From: SEMIHH	Read Replies (1) \| Respond to of 186894

What makes you think I'm not short the stock?... you are the idiot... I prefaced my remarks a few posts back by saying what INTC has to do to address their new status as a consumer electronics company... I spoke of the changes they would need to make in order to continue their dominant status in an industry that now is growing at an anemic 8%, while at the same time trying to absorb the threat of new competition. BTW 8% growth is pretty lousy for a high tech investment, and that's another reason to dump PC and PC chips stocks... If you expect to continue having the returns of the past few years, I would suggest thinking about Data Communications investments that enjoy superior growth rates, say something like CSCO for example. In case you haven't noticed... Tom Kurlak was DEAD RIGHT when he said INTC was DEAD MONEY at 100, and for the last 6 mos if you held INTC stock you would be down about 20%, with the future looking like another 20% in the next few months... Of course, we all know INTC can't fail in the long run, it's a Gorilla... and after we see signs that the company has quit rationalizing it's problems and takes real steps towards becoming a lean mean consumer electronics machine, it will be time to reinvest...

To: Paul Engel who wrote (55836)	5/20/1998 5:18:00 PM
From: Mo Chips	Read Replies (1) \| Respond to of 186894

<<Proof positive that you're a complete moron>> Tisk, tisk, tisk, Paul. You chastise people for name calling and then you resort to it yourself. No only are you a liar but a hypocrite too. Mo

To: Paul Engel who wrote (55836)	6/1/1998 6:39:00 PM
From: SEMIHH	Read Replies (1) \| Respond to of 186894

" you're a complete moron" To: SEMIHH (55824 ) From: Paul Engel Wednesday, May 20 1998 12:20AM ET Reply # of 56563 SEMIHH - Re: "I'll buy INTC at $60 this year....maybe lower." Proof positive that you're a complete moron - you want to buy a company that "doesn't get it"! You should be shorting the stock instead of shooting off your mouth ****** Paul, YOU are the Moron for not buying INTC puts. Now, when the other shoe drops later this week on an INTC pre announcement, you will see that $60 we've been talking about... Only a MORON would sit around and hold a stock that is going to the toilet without put insurance... and Paul, unlike you, I don't fall in love with these stocks, I just have a better idea of when to buy them and sell them than you - you bigoted numbskull...