Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 312.76

+1.1%

Dec 8 4:00 PM EST

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To: robert b furman who wrote (3349)	5/31/2002 7:03:20 AM
From: Crossy	of 95536

Robert, I think you are right but short term trading is not everybody's concept, especially not mine. I held my positions thru the current slump and yes I took some losses. But ultimately I like this style way more than nervously swapping your positions back and forth.. 50% price cut with same gross margins at Intel is possible if they did a die shrink and were able to improve yield to the ratios of the older process they had long time to master.. For INTC it's no big thing, for AMD it's way more difficult to do the same. Funny, I love the value series the Duron from AMD and especially the Tulatin Offerings from Intel, not their Pentium 4 but I could live with the latter too. The Athlon series to me resembles a "heating engine". Not for my systems... rgrds CROSSY

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