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To: Sonki who wrote (21133)10/7/1998 10:09:00 PM
From: royco  Respond to of 27012
 
sonki RE:100dayvalueINTC/Dell

Thks for response. Don't misunderstand. Dell is beyond outperformer, we agree. I feel last 100 days presage next 100 days. People may be awaiting Intc's earnings next week, but the product pipeline and resilience of the stock after declining numbers with "turning the corner" 3rd and 4th quarters makes me think more stable performer-Intc- will get investors (institutional and ind.) vs. momentum players, now scared to death, in next 3 months. A year from now Dell may be the man. BTW, I held Intc but sold the Warrants @73 (stk @ 93)because I do like to take a profit. Cash is nice. Buy and hold is never etched in stone. I also sold OAT and DANB, former @53, it ran to 60+, but I owned it @66pre-split. So i'm never adverse to taking profits. Just wish we see any before global meltdown. I think we will, but hi-yld,income producing stks have been nice play recently, esp. in retrmt.holdings.
Off for tonight.
Regards, Royco

P.S. Indians pull one out of fire. Fun to watch. Braves/Paders in rain delay.