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

To: exhon2004 who wrote (69316)	12/3/1998 1:32:00 AM
From: Gerald Walls	Read Replies (2) \| Respond to of 186894

PS: Fortunately the only thing I have in it is the company match in the 401K. You're not buying the 15% discount on the lower of the beginning or end of the quarter stuff? I sold all the 401k HON I could (the stuff I'd bought but not the match) and started stuffing the full 10% of salary into the discounted stock. Too good of a deal to pass up. Don't forget all the non-avionics stuff that Honeywell does too. There's the space stuff, the home stuff and the industrial controls stuff. I also didn't see the 737 mentioned in the production reduction story nor anything about the MD95/B717. Not to mention that Airbus doesn't seem to be having any problems. Cutbacks in the 747-400 and the 777 can't help though, especially with the high-content AIMS cabinet. All in all I don't think this will cause a serious pullback. At least there haven't been any downgrades yet. :-)

To: exhon2004 who wrote (69316)	12/3/1998 11:00:00 AM
From: Tony Viola	Respond to of 186894

Greg, Honeywell, I remember them as one of the seven dwarfs, vis a vis IBM, in the computer biz(going back to the 70's.). They had a division in Framingham, Mass. (minicomputers) mainframes in Phoenix, and some presence elsewhere, I think. Some nostalgia in the computer biz (where's Mary): 70's IBM Honeywell CDC Univac Burroughs NCR DEC GE RCA Today IBM Sun HP Fujitsu CPQ (DEC, Tandem included) Dell SGI NEC Hitachi Who'd I forget? You gotta be nimble and quick, like Jack, or you're toast. Best of luck with your 401K AND INTC, Tony

To: exhon2004 who wrote (69316)	12/3/1998 12:42:00 PM
From: Dan Spangenberg	Read Replies (3) \| Respond to of 186894

Thread: Opinion wanted on INTC through year end. I need to sell a few INTC shares before the end of the year, looking for opinions on what may the best time to do so. Although I've held INTC for a long time, I haven't watched the day to day and seasonal movements. Should I take it at it's highs right now or wait until closer to the end of the year? What is it's usual holiday movement? Any and all opinions/thoughts appreciated. Thanks Dan

To: exhon2004 who wrote (69316)	12/3/1998 12:52:00 PM
From: michael ehrenberg	Respond to of 186894

It is just wonderful to see Intel power to a new all time high today --- 117+ as of early afternoon. As for talk of a split. The last split was announced in early 1997 with a split date in July of 1997. This announcement only occurred after Intel had held firmly above 130 for a time (it was as high as the 140's---pre split of course). We'll have to see. If things keep going the way they are going expect a split announcement either in January or April along with earnings reports. Many anal-ists think this stock is overvalued. Is it? The other technology leaders, MSFT, CSCO, DELL, LU have 1998 PE multiples between 70 and 90. INTC---35. IMHO INTC - being a leader in their field deserves a PE near the others. MY god that means a price well over 200!!! By it and put it away. You'll thank me later. ME