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

To: Paul Fiondella who wrote (60870)	7/20/1998 3:18:00 PM
From: gnuman	Read Replies (2) \| Respond to of 186894

New Acer PC's, K6-2 and PII at same speeds/prices. From AMD thread exchange2000.com

To: Paul Fiondella who wrote (60870)	7/20/1998 6:02:00 PM
From: SEMIHH	Read Replies (3) \| Respond to of 186894

100 Sh of YHOO = 250 sh of INTC? No Way !! I got religion at 72 and reversed my position from short to long on INTC, the reaction to INTC earnings proved my suspicion that the earnings don't matter anymore... Robertson Stephens (Home of Dan Niles, dubbed "lightweight" by Paul Engel) has their annual semiconductor conference next week... INTC is their Flagship semiconductor stock, at this point... Dan Niles expects 105 on INTC... I don't think anything will stop INTC before Labor Day, on this renewed Bull Run (barring any Asian Nightmares)... as a hedge, may I suggest you short TSM (Taiwan Semiconductor Mfg)... capacity far outstrips demand and there is no recovery to parity for at least TWO years... Good Luck and Good Trading... For those of you surprised by my quick switch from short to long... Don't think of me as a team member... I'm more of a free agent, than a franchise player, and I can turn on a dime, could switch to the other team on almost any given day...