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

To: John Hull who wrote (75251)	3/3/1999 1:52:00 PM
From: Paul Engel	Respond to of 186894

John - Thanks for your insights on Julian Robertson and Tiger Management. If indeed Tiger held 5 or 6 million shares of Intel 2 or 3 years ago, and have paired it down to only 2 million, they have not fully realized the run up in Intel since that time. I guess the good news is that (assuming that 2 million Intel shares are still there) Kurlak will have less Intel shares to unload as he buys up a ton of AMD - his favorite pick for 1999 ! Paul

To: John Hull who wrote (75251)	3/4/1999 11:46:00 AM
From: Jules B. Garfunkel	Read Replies (1) \| Respond to of 186894

John, Can you comment on today's announced IBM/DELL joint agreement? Specifically, what possible effect might it have on Xeon and eventually Merced sales? Will this pact strengthen Intel's position in the Enterprise systems market now that, I presume, each company will be featuring Intel chips in their Servers. You might want to see my comments from my post this morning on the IBM thread. Message 8144529 Best Regards, Jules