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To: im a survivor who wrote (10537)	4/13/1999 5:28:00 PM
From: Jill	Read Replies (1) \| Respond to of 41369

Intel hammered--in after market trading or--? I'm wandering over to the INTC thread Jill

To: im a survivor who wrote (10537)	4/13/1999 5:30:00 PM
From: Duane Greg	Respond to of 41369

I hope this hasn't been posted here yet. found on MSGI board. TheStreet.com GE Brings Net Stocks to Life By James J. Cramer 4/13/99 10:48 AM ET You see this Net rally? You know what it is about? It hit me like an anvil ripping through my bald pate: It's GE (GE:NYSE), stupid! This Xoom.com (XMCM:Nasdaq) bid/no-bid/mulled bid was by General Electric, according to XMCM. And it didn't go through!! So everyone is playing. Who is next? Whom is GE going to buy? And they are thinking, well, GE wants to dominate whatever business it is in, so who is dominant in the Web? Let's go buy dominance, thinking that GE will take us out. Even lowly Lycos (LCOS:Nasdaq) is benefiting from this speculation.. GE is another company that discovered the Net post-Pittman. BP, before Pittman, and AP, after Pittman, is how I look at the Net. Before Bob Pittman came to AOL (AOL:NYSE), it wasn't clear whether AOL was going to pay offline or offline was going to pay online. It wasn't clear who had the upper hand. Pittman eliminated that question. You have to pay AOL. And Yahoo! (YHOO:Nasdaq). And everybody else. The Net has the upper hand. Heck, the Net has both hands!! Now GE is scrambling, too. If GE scrambles, some eggs get broken. So the chase is on to find out whom GE wants to buy. And there goes the DOT to record highs. Somehow, I don't have an image of Jack Welch coming in at the top of the tulip market or the South Sea Bubble. Guess we have further to run.

To: im a survivor who wrote (10537)	4/13/1999 5:45:00 PM
From: RocketMan	Read Replies (2) \| Respond to of 41369

Intel's selling, IMO, is due to their conservative call for the second quarter. That seems like a smart move to me, to temper analyst predictions, but who can tell how investors will react. Motorola just hit their numbers, and had some positive statements about the second quarter, so it is up in after hours. Face it, anyone who trades after hours does so with a hair trigger, looking for the slightest nuance in these reports. I saw nothing with either Intel or Motorola to suggest there is a problem with them, and with the recovery starting in Asia I think the chip market is also recovering nicely. JMHO