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

To: GVTucker who wrote (63197)	8/24/1998 7:26:00 AM
From: Gary Ng	Read Replies (1) \| Respond to of 186894

GVTucker, Re: That is defined in my book as a correct call, as the average stock outperformed Intel You should state that at the very beginning. Obviously, you are the 'opportunity cost' style investor. Paul(and many who said Kurlak has been making wrong calls) focused on Intel(INTC) rather than the attitude of 'If I sold INTC and switch to MSFT, I would make X more which means INTC is a bad investment'. I would say different style. Gary

To: GVTucker who wrote (63197)	8/24/1998 11:34:00 AM
From: Uncle Frank	Respond to of 186894

>>... as the average stock (S&P 500) outperformed Intel. I don't think you can characterize the S&P500 as "average stocks". This is a grouping of true blue megacaps, which have had a 3 year compound growth close to 30%! >> Intel has opened a door on the low end that would have not existed if they had sold a decent chip to start with Intel wasn't trying to to create the sub 1K market. Others had already done that at the cost of substantial injury to their p&l's (see AMD's latest earnings report). Intel was trying to find a way to participate in the low end market with a product that would be clearly differentiated from the PII. While the PII has a cost structure that would allow it to be competitive in the low end, it wouldn't make sense to lower asps on the core line to duel with competitors who were clearly falling on their own swords. IMO, Kurlak isn't calling the market; he's making the market. Only in the short term, though; longer term, he's no factor. Good investing, Frank

To: GVTucker who wrote (63197)	8/24/1998 10:36:00 PM
From: Will Hou	Read Replies (1) \| Respond to of 186894

GVTucker, great posting! It's thoughts like yours, unpopular as they are (you know better than I do, if you have not lost counts of oppositions or "flames" you've got), that make SI valuable and a level above most of online investment forums. I've said before and I'll say as many times as I could, that if you can not see the other side of the coin, you must be doing something wrong. Fall in love with a stock is a terrible mistake, no matter how lovable it/he/she is. Love is blind, they say? That said, there are times when people in love do not like to see negative comments about their lovers (and some even willing to die with their loved ones). That's totally heroic to say the least. On Kurlak end, I think you are right that he's doing his job right. The view he (you and many others) share might be different to the rest. So are the terms, short, intermediate or long. There are investors, there ar traders. Those who "hate" Kurlak tend to long INTC and willing to go through the ups and downs, mostly by faith (in part due to love). They could view his opinions as "hostile" and attempts to create instabilities/fluctuations in the stock price. Other just wisely ignore his comments, even though it might "drag" INTC "temporily" down or predict short term down trend. I thought people on both side of the trade should be thankful to his views and analysis, just like yours, as it helps to ring the bell and shed lights down the road. Heck, you can even utilize his clouds to rake in a few bucks playing some option strategies on the side, whether you are extremely bullish, or bearish or neutral, whether you are short, medium or long term. Enough of my nonsense, what I am trying to say to you via this public forum is: thanks. W.

To: GVTucker who wrote (63197)	8/25/1998 5:40:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

GVTucker - Who rightly cares about the S & P when discussing Kurlak's remarks on Intel? You should recognize, GVTucker, that making money is the objective of investment and as you, GVTucker showed us with even SELECTED Kurlak calls, the majority of his calls would have caused an Intel investor to LOSE MONEY if he/she followed Kurlak's advice. You may have lost money, GVTucker, by investing in Intel's competitors, and so you think Intel's time has passed. But think, GVTucker, Intel is the technology leader, the market leader, the manufacturing leader and the PROFITS leader in CPU technology. I do implore you, GVTucker, to take a very strong SHORT position on Intel and place your money where Kurlak's mouth is at. ANd please, GVTucker, post your transactions uo here on SI for us all to see so that we can all observer GVTucker's sure-fire-get-rich-quick-in-the-market-success-story. Paul