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

To: Mary Cluney who wrote (36939)	11/19/1998 6:17:00 PM
From: Richard Nehrboss	Respond to of 132070

Mary, Your analogy is entertaining... and yet, Coke is awarded with a PE %40 higher than INTC (and didn't INTC guide analysts higher for fourth quarter) Thought I'd share this with everyone. My nephew came home from school the other day with a IMB380 laptop 12.1" screen. It seems that EVERY THIRD GRADER is being given one for the year. It's a public school... If it's the trend.. it's pretty awe inspiring. That said, I'm looking to hedge my INTC position to the down-side. Anyone understand the new deal with shorting against the box? I have a long term gain in INTC, want to keep it, and hedge for the near term. Richard

To: Mary Cluney who wrote (36939)	11/19/1998 6:18:00 PM
From: geewiz	Respond to of 132070

Advanced Micro and National Semi are coming up with some very competitive flavors........ art

To: Mary Cluney who wrote (36939)	11/19/1998 6:21:00 PM
From: yard_man	Read Replies (1) \| Respond to of 132070

I don't own a TV, Mary. Lynchology works fine in a bull market and we've had one doozy of a bull market and congrats if you are sitting on large profits in INTC. I'm not going to make fun of you, but the idea that INTC mps is like KO's product, a hot consumer brand, is very, very simplistic, IMO. There are many differences that could be mentioned that make the production and sale of mps a different venture altogether. Perhaps more important than the dissimilarities is what I said at first -- simply buying the winners in a particular market works good in a bull market, but doing so without looking at what is happening to the trends in the given market is a prescription for disaster simply because whole sectors, from time to time go into the tank. I think just the impressive run in investment in IT and telecommunications technology this economy has had in the past five years ought to give one pause to think critically if the last few years is indicative of future trends. The overriding trend of all trends is change. I saw a very, very silly article posted today concerning the internet cos, comparing the "penetration" of computer technology worldwide with basic POTS. Such facile analysis is what can lose companies and individuals lots of $$$s. As far as I know POTS still earns money -- and lots of it courtesy regulation. I don't think some of these internet companies are going to be able to survive that kind of success (higher penetration rates), if you know what I mean.