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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (22392)	1/12/1999 8:40:00 PM
From: royco	Respond to of 27012

Judy: Re:Intc cc/guidance Appreciate your insights. I liked the cc, esp. suggesting slight decline for 1st qtr. We all know 1st qtr. stereotypically weak, reminds me of 4th qtr 96, 1st qtr 97, when major run-up for intc lasted thru Aug.97, 102 all time high then reached, before downturn. Since I rarely trade, I look forward to strong base for Intc & Amat, esp. since intc has stated quite clearly that unfilled orders in high-end chips remain for this qrtr. Am not as confident that celeron battle with Amd means anything more than strong p.r. stance, vis a vis high margins, and 58% is sweet! Assume amat has to meet the strong demand, i've decided to hold, new fabs means new highs before year's end and that's ok. If internuts fall more than just a day here and there, that may be a positive, contrary to those who lump the NAZ. Even otherwise, by this time next year we may have our $100 intc, POST-SPLIT, with a PE firmly at 30's multiple. Do hope the Justice dept. doesn't fare too well vs. msft ,and go maniacally against intc as a result. That could dampen the picture, imo, but again, not long-term. Regards, Royco P.S. also seeing nxtl as a double in 12 mos., unless gobbled up sooner, if McCaw is willing.