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

To: Mary Cluney who wrote (61709)	8/3/1998 1:55:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Mary, >>>Kurlak warns again today<<< FWIW, there was a guy on CNBC today, about 8:30 EDT, that immediately disagreed with Kurlak (a lot of people doing that lately). He wasn't that well known (Fitzgerald, of a same-name company?). He's looking for $120 on the stock within 12 months. His one stated reason for bullishness on Intel (he must have others): Y2K. Says there are bazillions of embedded microcontrollers everywhere, in medical, power, and all other kinds of industrial controllers that aren't compliant. The cheapest solution will be to replace them. He assumes Intel will get tons of business from this (Strongarm?) Now if this guy, et al, can get the street behind Y2K problem solutions, and share in growth of the Internet (Xeon based servers) as propellants to Intel stock, we'll have THE right buzzwords going forward! PE >30 (would be nice). Tony

To: Mary Cluney who wrote (61709)	8/3/1998 1:59:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Mary, Kurlak is "cya". Or should I say "cha". Jim

To: Mary Cluney who wrote (61709)	8/3/1998 2:02:00 PM
From: semi_infinite	Respond to of 186894

Kurlack is in the business of selling Kurlack. What he says about Intel is often incidental. Gumport is in the same business except he also sells the potential of AMD. What he says about Intel is often suspect. Andy Grove and Graig Barret are in the business of making Intel what it is and what it will be in the future. Who would you want to believe?