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

To: Barry Grossman who wrote (71525)	1/18/1999 1:50:00 AM
From: nihil	Respond to of 186894

Barry, I think you have connected volatility and impeachment very well, and I appreciate your concern and thinking. Increased volatility may very well benefit Intel and the other "sure-thing stocks" through a flight to quality. It's happened before. We really need to look at the change of volatility (in VIX e.g.) and its correlation with INTC and other stocks (in other words, market volatility against stock volatility.) My guess (it's forced by results) is that increased market uncertainty (volatility) benefits the Four Horsemen and a few DJIA stocks, but creams the tiny weekun's and static do nuthin' stocks. Explain relatively lousy S&P and Russell movements lately. Hugh

To: Barry Grossman who wrote (71525)	1/18/1999 9:57:00 AM
From: Neal davidson	Read Replies (1) \| Respond to of 186894

Barry: Your comments regarding impeachment and its effect on volatility are well taken and certainly do belong on this board, IMHO. However, posting that Hyde's closing argument is recommended reading and insinuating that the vote is some type of moral barometer, is, indeed, political. What ends up happening is that people become pigeon holed based on their political views, and their analysis of the company (ie: Intel in this case) becomes secondary. I would like to hear/read your views on INTC, and I would personally find them more valuable if they were not blended with your political views. If you want a good illustration of my point, see the Loral thread shortly after they were accused of selling secrets to the Chinese. The thread sunk to the depths of Clinton bashing on the one hand and republican bashing on the other. Analysis of Loral became secondary. Thanks, Neal