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

To: Neal davidson who wrote (71741)	1/20/1999 11:12:00 PM
From: Catcher	Read Replies (2) \| Respond to of 186894

agree with excellent performance pre earnings release but intc beat whisper numbers. in other words, unexpectedly stellar earnings were likely not built into price the day before earnings release. can't tell you what price was the day earnings were released but do know we have not seen near the post earnings increase msft brought--again, msft & intc the 2 "ingredients" inside 90% boxes. granted intc didn't blow out like msft. i hold 2 stocks:msft & intc...thinking of selling msft for purchase of intc for "delayed reaction" but sensing we have already seen the action on intc (based an -1 1/8 today). also thinking of switching to 100% dell for Feb earnings release...thinking if msft/intc up strong--their stuff is inside dell. Thoughts anyone