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

To: Gerald Walls who wrote (73480)	2/12/1999 10:14:00 AM
From: CNC	Respond to of 186894

Gerald, I couldn't agree more. If they can't pick stocks very well, why would they be able to anticipate their earnings correctly. I think there is a built in bias, a "missing the train" feeling about Dell . Regards CNC

To: Gerald Walls who wrote (73480)	2/12/1999 10:28:00 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

Maybe sub $1000 is finally getting to Dell?

To: Gerald Walls who wrote (73480)	2/12/1999 11:56:00 AM
From: Tony Viola	Respond to of 186894

Gerald, Re: "Niles is well respected in tech but FWIU he has had DELL at "market perform" Yes, but his firm's flagship mutual fund, Robertson Stephens Value Plus Growth, RSVPX, has Intel as it's #1 holding. They better come out with a reiteration of strong buy on Intel pretty quickly or watch that fund go down. Tony Symbol Lookup Updated: Thu Feb 11 1999 ROBRTSN STPH:VAL+GRO;A (RSVPX) Fund Profile Top-25 Same Objective Fund Family News Alert Farrell on Funds Growth SuperStars Manager Interviews Mutual Understanding Mutual Fund Center Expenses & Fees Front End Load 0.00% Deferred Load 0.00% Expense Ratio 1.44% 12B-1 Fee 0.25% Min Initial Inv $5000 Min Subseq Inv $100 Min Initial IRA $1000 Management Manager Ron Elijah Tenure 1992// Inception 05/12/1992 Phone 800-766-3863 Assets ($M) $678 Turnover 228% Top-10 Holdings in Portfolio (%) INTC INTEL CORP 6.40 MU MICRON TECHNOLOGY 5.71 MSFT MICROSOFT CORP 4.90 CPQ COMPAQ COMPUTER CORP 4.17 CVS CVS CORP COM 4.05 MER MERRILL LYNCH & CO COM 3.94 MCI WORLDCOM INC COM 3.86 TXN TEXAS INSTRS INC 3.76 SWY SAFEWAY INC (COM NEW) 3.46