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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Sonki who wrote (19705)	6/2/1998 10:24:00 AM
From: Sonny McWilliams	Respond to of 27012

Sonki. Dell, Lu and PFE, the mentioned stocks in your post, are all up this morning. And guess what: So is TBR. One of these days I will buy it again when I should. If nothing else it would have been a nice trade had I bought it yesterday. It always gets thrown out with the bath water when Brazil is down. I sold Dell around 95. 3 min. before the market closed on earnings day. I also sold PIR before it went down some. It just did not do much. And I had sold some Intel a while back at 76 3/4. I mentioned it at the time when I sold. Then it got away from me but, as you know, has come back down again and is now starting to get tempting. But I don't think there is any rush. I still have over 7 points to decide when to buy my sold shares back. Dell is pretty strong this morning. M. Dell stated that demand is strong. Makes you wonder why he registered that many shares for sale. Maybe he wants to invest in a bio tech. company like B.Gates. gg. Sonny

To: Sonki who wrote (19705)	6/2/1998 5:08:00 PM
From: Frank Ellis Morris	Read Replies (2) \| Respond to of 27012

Good Afternoon Sonki, I have been quite disappointed with Intel for a long time. I have written to them and have not been impressed with their responses. The company has lost its respect and there have been too may instances where their public relations have sat back and done nothing to calm fears in the shareholders or to challenge all the bashing from Tom Kurlaq. . Intel's management has impressed me as being unreliable and untrustworthy. I do believe that buy and hold makes a lot of investors wealthy. I also believe that shifts in fundamentals are something to keep an eye on and Intel has indeed lost much ground since And Grove stepped down. In your camp I agree that Dell, Cisco and LU and Microsoft will reward shareholders in the long buy and hold period of five and ten years. Michael Dell sold a lot of shares but when you own 80 million shares it does not hurt to cash in a few computers now and then and go lay on the beach for a couple of days. I will not be recommending Intel to anyone until I see that the leadership is earning the obscene money we are paying them. Best Regards Frank