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

To: Fred Fahmy who wrote (66904)	10/16/1998 10:02:00 PM
From: alex pierson	Read Replies (2) \| Respond to of 186894

Re: I agree completely....and if you don't understand why this is the case, then you have no business being long INTC. BTW, the concerns I hear today are not one iota different then when I bought INTC in the low teens. Seems, the more things change the more they stay the same. Great point Fred. Few comments: 1. One day things may not stay the same, though not arguing that they have changed really more just wondering. 2. May be at a point in software development cycle where there may be the illusion that things have changed. 3. May be a corporate buying slump that will create the illusion that things have changed. Witness the fact that Cisco has barely moved since the Fed ease. What is going on there? Even KO with disappointing earnings has been acting better lately. Seems like a situation that bears some investigating into. (Though once Coke came clean market seeming to forgive and buy some. Maybe because it is a big cap "nifty fifty" S&P 500 stock?) Alex P.