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

To: Fred Fahmy who wrote (66892)	10/16/1998 7:04:00 PM
From: Scumbria	Read Replies (4) \| Respond to of 186894

Intel's outlook seems more positive than it has for several quarters. Fred, Here is a reality check for you: The Business Week chart compares the U.S. market share of Intel based PCs with AMD and Cyrix sold during the first three weeks of September 1997 with those sold during the first three week of September 1998 as determined by PC Data Inc. 1997 AMD 5% Intel 85% Cyrix 5% 1998 AMD 47% Intel 43% Cyrix 10% Message 6048052 Scumbria

To: Fred Fahmy who wrote (66892)	10/16/1998 8:19:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Fred, re: "When the market makes up its mind ahead of time and ignores actual results (good or bad), then this is what I describe as irrational behavior. During the bull run, this type of behavior provided many opportunities to sell (for those interested in closing positions). In the current environment it creates great buying opportunities." OK, call me a cynical. I believe the market is somewhat of a fixed game when it comes to short term movements, especially when we are talking about the "most widely held stocks". There are $Billions on the table, including short term options contracts (today's expiration), that represent strong (understatement) incentives for manipulation. I would suggest that those who are unhappy with the streets response to Intel's earnings wait a few weeks before they make a sell decision. John

To: Fred Fahmy who wrote (66892)	10/16/1998 9:14:00 PM
From: alex pierson	Read Replies (2) \| Respond to of 186894

McNamee was just on Rukeyser. Sounded cautiously bullish on most big cap tech but basically saying to avoid Intel at this point... Maybe there is a transcript on the PBS website if anyone wants to check out his comments, pretty brief anyway. Saying something about Intel being a great franchise but seeing changes regarding its business model. Intel has great people and is a well run company and all but seems like before making a decision to buy or hold onto this stock, it may be time to take a really hard look at what is going on with its pricing, enterprise end users in the economy, competition etc. Past achievements notwithstanding, better have a really tight thesis with decent backup why these guys are gong to be able to continue to dominate, keep margins, maintain asp, and maintain growth considering everything that is going on. Cause if it aint the case, this stock, great products, R&D, personnel and leadership, could go the way of MU and a few others.... And even if longer term this is not the case, any slowdown in enterprise spending could create the illusion that this is the case. Not sure what the answers are myself, trying to figure it out but sure not betting bullish without good tight answers to all the above. (Of course, y never know what this market may do with any stock anyway. Takes a lot to make them go down if they are popular. But if Intel starts to falter, decent chance everyone will run for the hills. Plenty of people are probably thinking about it.) Alex P.