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

To: The Vinman who wrote (59969)	7/14/1998 2:32:00 AM
From: Uncle Frank	Respond to of 186894

Vinman, I think your "case presentation" on Intel was pretty thin, but I do appreciate hearing the contrary viewpoint. If I had your beliefs, I'd be tempted to go short. As for myself, I have great respect for monopolies, so I'll stay on the long side. I think Wintel is still the best way to power my portfolio. Good luck with your investing, Frank I don't think AMD can afford to continue buying market share by shipping 20 cents with every dollar sale, but unless they offer a big price advantage, they will disappear from the processor arena. Who wouldn't prefer Intel Inside if the prices were comparable?

To: The Vinman who wrote (59969)	7/14/1998 3:00:00 AM
From: Gary Ng	Respond to of 186894

Vinman, Re: why don't you tell me from a fundamental perspective why I am wrong From a fundamental perspective, buying INTC at 60 or 80 makes no real difference. If you short INTC at mid-80, when would you cover the position ? Gary