SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ian@SI who wrote (2469)10/13/1999 11:57:00 AM
From: Carl R.  Read Replies (1) of 3813
 
Yes, we've had this discussion before. I put more faith in leading indicators such as aftermarket, GLOBEX, and foreign markets than you do.

In any case I am long MU rather than INTC at this time. Times with rising memory prices are not usually a good time to invest in INTC. This is because if computer prices stop falling or start to rise consumers and businesses tend to delay purchases. As a result times with rising memory prices put added pressure on INTC to reduce CPU prices.

In my experience, INTC tends to have substantial upside surprises when DRAM is falling, and have a tough time meeting expectations when DRAM is rising. DRAM will eventually start back down, and that will be a good sign for INTC.

Carl
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News