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


To: Steve Porter who wrote (58537)6/22/1998 11:14:00 PM
From: Dale J.  Read Replies (1) | Respond to of 186894
 
Call 911.. I'm having a heart-attack.

Steve, I forgot. You are use to being attacked. ;->

I have owned Intel before. In fact I held a fair ammount for a good chunk of 96/very early 97 (till late jan or early feb I think)...However my faith in mangement has really been shaken by Celeron and the two very public (albeit minor) product slips.

Well you held at good time then. 1996 and early 1997 Intel was on fire. As for Celeron, yeah that concerned me also and I sold Intel at 85 last Spring. Intel appeared to be in denial over the Sub 1000k, but I think they are starting to turn it around now. I think the segmented product plan will succeed.

I got out of NSM and then bottom fished it simply because it has been oversold and NSM isn't only the PC industry (unlike Cyrix was)...NSM is well positioned for the global information explosion that is going on right now. Yes they slipped a little, I'll be the first to admit it, but at the rate people are getting out of/consolodating the analog industry and the coming together of the digital and analog worlds NSM should do well.

Maybe. But with stocks like NSM you really have to understand the technology and the products they sell, otherwise an investor will panic and sell at the wrong time. You seem to stay up this technology.

Dale