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Technology Stocks : INTEL TRADER -- Ignore unavailable to you. Want to Upgrade?

To: Jurgen Trautmann who wrote (3818)	9/7/1998 5:28:00 PM
From: MonsieurGonzo	Respond to of 11051

JT; RE:" Biertischgespr„che... " Quite interesting to read your thoughts, Jurgen ! >Sorry to all who read these postings hoping to learn the near future of Intels stock-price... Gonzo says: Hammer on INTC weekly chart; ie., accumulate below ~73. When it starts growing again, semi-equips (like AMAT) will be a leveraged play on SOX.X, as usual ( has not changed in two years, so on with our discussion ;-) Your essay was enlightening for a number of reasons; this is the second time that you have mentioned transport to me and, as I recall from my own experiences in the EU, this is one big difference between over there and over here. I was working on a project to replace motorway freight with waterway freight (between the continent and Scandinavia) a few months ago. In general, I feel that the motorway freight, and fuel costs per km, are more efficient in TheStates. Also interesting to note how well you are writing in our language (English) - I know it is not so easy for you as it looks to us - and how fluid and expressive your writings have become. DJ sent me a copy of von Kleist's Marquise of O-, (in English) so, I am becoming more familiar with your constructs. The introduction states... "In the spring of 1799 the 21-year old Heinrich von Kleist wrote to his half-sister Ulrike that he found it 'incomprehensible how a human being can live without a Lebensplan - the sense of security with which I employ my present time and the calm with which I look to the future make me profoundly aware of just what inestimable happiness my life-plan assures me'. " This fall-back of the USD/DEM has been very beneficial to the ADR's in my core holdings, Jurgen - SAP, NOK.A and ERICY made me $ last week for example. I'm wondering if I should move some % of my bondz to euro-bundz as a currency hedge ? What do you and the professor think ? -Steve