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

To: Tony Viola who wrote (80844)	5/13/1999 8:10:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Tony, I think its important Intel makes a strong, positive impression next week, not so much for the stock price, but to convey that they will be a leader in the PC/Server/Networking/E-Commerce space. It seems Intel is prone to FUD created by sell-side analysts (same old story, price cuts, more competition, no growth, etc.) Did you read what Gerstner said today? According to Gerstner, IBM was/is/will be the dominant player in E-commerce. Anyway, it made a good impression, and perception is important. Sometimes, I wish Barrett et al. would be a little more agressive with their forecasts. I'm in Intel for the long-term so it doesn't matter to me. As for diversification, I bought most of my Cisco about 5 years ago :-) Best investment I ever made. I used to own tons of IBM when i worked there throught their ESOP plan. I sold a bit too soon, but put the money in Lucent & Dell, so I can't complain too much! joey