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Technology Stocks : Ring the Bell - When to sell semiconductors?
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To: chomolungma who wrote (13)1/26/2004 2:51:21 PM
From: Proud_Infidel  Read Replies (1) of 34
 
Thanks for the info. Did he mention anything specifically? By this I mean was he looking at the foundries or at any particular company(s)? Because INTC recently disappointed people with their capex for 2004, I would like to hear his rationale for saying that there is a possible mini Y2K type situation presenting itself once again.

TIA

Brian

PS. I come here whenever I see a post, as I always want to be the first to hear that Bell ring:-)
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