To: Ann Janssen who wrote (20428 ) 8/3/1998 6:26:00 PM From: Tony Viola Respond to of 27012
Hi Ann, hope your kids are better. No, absolutely no connections wid da mob. My mother's cousin was making it big in the electronics business in Boston for a while in the fifties and sixties, but lost out to the distributors like Hamilton Avnet and Wylie in the seventies. You have to keep up with the new business models or die. I think he had some connections, but, really, before my time. No problem, honesty is the best policy, right? Looks like Kurlak may be losing it too. Today he was neutralized (at least if you were watching CNBC about 8:30 EDT, it could have seemed that way). Pasting my remarks from the Intel thread: 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). Maria on the cruise, great! The dunking booth you mentioned? To tell you the truth, the first thing I thought of was, well, I suppose you've never been to a wet T-shirt contest. (Kurlak was the last thing from my mind). Monday and still losing it. Tony