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

To: puborectalis who wrote (73799)	2/16/1999 8:56:00 PM
From: Andreas	Respond to of 186894

Bethlehem Steel and International Paper? No! It'll be sunbeam and oxford health that will lead this market into the new millenium.

To: puborectalis who wrote (73799)	2/16/1999 9:09:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 186894

It's pretty simple. Dell is the 'last' major all Intel shop, and their revenue growth was light. Not a good situation to be in with their PE. I believe HWP also made comments that they are concerned about revenue growth. Some of the (very few) rational posters on the Dell thread mentioned that management (in the conference call) said they were not 'aggressive enough' in pricing. An interesting comment in view of the fact that Dell is a PII shop... This will surely take Intel down, at least in the short term. John

To: puborectalis who wrote (73799)	2/16/1999 10:45:00 PM
From: puborectalis	Read Replies (2) \| Respond to of 186894

The Nasdaq Futures are down already 38 points...utterly unbelievable how the "sheep" will follow one another over the cliff.I believe its time to uncouple stock prices from P/E ratios...tech stocks are the place to be going into the next millenium irregardless of P/E ratios.Their earnings are very good;Europe is kicking in and the Orient is far better off than this time a year ago.Inflation and commodity prices are low...I'm bullish until Abby changes her tune.

To: puborectalis who wrote (73799)	2/16/1999 11:18:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

John's a pretty sharp guy. Dell is an all Intel shop. Dell flat=Intel flat or maybe Dell has to look at AMD chips. My WAG is that Sub-$1000 is finally getting to Dell...the 366 and 400 Celerons came too late for Dell. Any way, I wish I'd have sold my Intel back in the 130's but hindsight is 20-20 and I fear it ain't gonna be 'happy new year" a la VG MD... Jim