Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: George Elliott who wrote (29672)	4/13/1999 7:29:00 PM
From: Mang Cheng	Read Replies (2) \| Respond to of 45548

"Intel Aside" By James J. Cramer 4/13/99 6:03 PM ET Sometimes quarters, like political news, lend themselves to instant analysis. Like this Intel (INTC:Nasdaq) quarter: "light on the top-line, better gross margins, disappointing showing." I know, if you are long Intel, as I am, you want to hear: "blowout quarter, fabulous gross margins, fantastic showing." We didn't get it. Sure, if you work at Intel you will be disappointed with that instant analysis. Heck, I've got 3Com (COMS:Nasdaq) guys telling me that the company is going great guns, so everything is indeed relative. But this Intel quarter won't do anything to dispel worries that the personal computer industry is in some sort of downturn. I know this game plan sounds tired and worn, but on a selloff involving personal computer tech, I am going to buy telco-tech and Net tech. Nothing on this Intel call will dissuade me from taking Cisco (CSCO:Nasdaq) on weakness Wednesday, and nothing on this call will make me panic out of America Online (AOL:NYSE). How long can this trichotomy last? Pretty simple. It just began. Give it some time.