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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (32504)	9/10/1998 5:37:00 PM
From: yard_man	Read Replies (2) \| Respond to of 132070

I like IMPAY, too. Hope gold and platinum are just getting started. :-) Going to go look over your list of put prospects -- in case bulls get whipped up about INTC and ORCL tomorrow.

To: Knighty Tin who wrote (32504)	9/10/1998 11:21:00 PM
From: Dwight E. Karlsen	Read Replies (3) \| Respond to of 132070

thanks. But with all due respect though, that sounds like sour grapes, to me. We still have: 1) A company which is seeing 3rd qtr sales increase 8-9% over the 2nd qtr. 2) Sales aided, I believe, by the release of Win98 on June 24th - full nurse effect throughout the 3rd qtr. 3) We are now heading into the Christmas stock-up months of Oct-Nov. 4) In Intel, we have a company which is seeing demand pickup in the healthiest regions of the entire world: N. America and Europe. 5) In Intel, we have a company which is maintaining gross margins of 50% - that has always been impressive. 6) That GM has actually increased in spite of the $1,000 PC (sans monitor). 7) Can you say Xeon? Those pups are expensive. 8) The market looks to the future, so it's fruitless to obsess over the prior quarters - what's done is done. 9) When "better than expected" announcements come out of a company, the sellers will scatter to the winds, and buyers who've held off will feel comfortable diving in now. Given the global economic uncertainty right now surrounding so many other companies, I would the buy-side is now going to be ravenous for INTC stock. 10) The shares will rise. That's all that I and my call options care about. 11) To INTC bears, I would repeat the words immortalized by Ian Fleming: "Say goodbye, Mr. Bond."