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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Sonny McWilliams who wrote (23460)	4/19/1999 5:43:00 AM
From: Frank Ellis Morris	Read Replies (3) \| Respond to of 27012

Good Morning Sonny, You know that the Board of Directors sent Pfeiffer down with the Titantic. The CEO of that company had ticked me off some time ago and that was the reason I got out. I think the company and the stock is due now for a rebound. I am sure that a new fresh leadership is what is needed. Now is the time probably to accumulate shares. I had a great trip in Las Vegas and enjoyed it much more than the first time. The S+P futures are still looking good. Hope that some of the money that left the techs last week will come back. I think the real investment potential lies with the techs and health care (imho). It may be rough sledding for a while until the money comes back. I do not think that Fidelity mentioning on Saturday that it dumped large shares of Intel and Lucent from its flag ships fund Magellan is going to help much today. I recall long ago when jeff Vinkik told everyone to buy Micron Technology and in the mean time he was selling off shares. now may be the time to buy techs as I think this is what Fedelity will really be doing. Have a great day Frank

To: Sonny McWilliams who wrote (23460)	4/19/1999 11:03:00 AM
From: musea	Read Replies (1) \| Respond to of 27012

Sonny, The Street seems to be taking the CPQ news positively. IBM, DELL and GTW are down instead of CPQ. It's difficult to tell what's going to happen with Compaq in the near term. With the difficulties in digesting DEC and Tandem there has to be the right person at the top. I suspect it will take a bit of time for things to get on course again. INTC is taking the news well, I am pleased to see. Other news: BellSouth takes 10% stake in QWST for $3.5B, stock is up. Global Crossing is also up today. Interesting bandwidth plays on the internet. -musea