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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Loki who wrote (57897)	4/14/1999 3:10:00 PM
From: JRI	Read Replies (1) \| Respond to of 97611

Just made a couple of your points on the Dell thread...Jujubeans...EOM

To: Loki who wrote (57897)	4/15/1999 3:45:00 AM
From: jim kelley	Read Replies (8) \| Respond to of 97611

Intel did great this quarter. Their revenues are down seasonally a little less than last year but their cost cutting through manufacturing efficiency was just great. Niles had an agenda. The same agenda that Kurlak once had with Intc. He knew about Intc's other income a long time ago and he also knew about the cost cutting and the revenues because of guidance. He is representing institutional interests which have investment capital greater than 100M with his employer and the rest of you are sheep to be shorn. He is not an independent agent and you can not get a copy of his analysis from him or his company. Treat his opinion accordingly.