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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: patron_anejo_por_favor who wrote (5085)7/24/2000 12:05:33 AM
From: chic_hearne   of 436258
 
Gonna short either INTC or IBM at the close here. Which do you guys think is better....(yes, I know, they're both "attractive"<G>).

I'd do neither for now. INTC splits in a few days and I wouldn't be surprised to see action similar to CSCO's when they split earlier in the year then the suckers thought it was cheap and pushed it up to $90. I don't think IBM is a good short at this point. Lou's reign is coming to an end and he's pulling out all the stops before G dubya gives him the secretary of education post. I even hear that IBM has sold the cherry trees surrounding headquarters. The past year has been so bad for them I find it hard to believe they would not be able to improve on this. Stock pimps will be saying they're back.

I'll be shorting Intel sometime in the next few months. I'm going to ride that sucker into the ground. They have nothing left in the core business that can make money. Most of the hype/hope is for Itanium which will likely end up as the biggest disaster of MPU design ever. Somebody smoked too much crack over at Intel before they commited a next generation processor to the outdated EPIC architecture. The multi-threaded MAJC and POWER architectures are the ones that will prevail, both are at polar opposites of Intel's EPIC. BTW, some quick trivia, how many state of the art copper fabs (like AMD's newly opened Dresdan, Germany) does Intel have?
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