Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.91

-1.4%

11:44 AM EST

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To: Joseph Pareti who wrote (93859)	12/12/1999 12:45:00 PM
From: American Spirit	Read Replies (2) of 186894

WORLDWIDE CHIP SHORTAGE in 2000 - European Wall Street Journal last week had a big article about how chips will have to be rationaed next year due to a grave shortage. How this affects INTEL is unclear but it certainly cannot hurt their pricing ability. DD shortage is also reported on the horizon benefitting beaten-down DD stocks. I own HDD, MXTR and WDC which at at or near 52-week bottoms and have not participated in the tech rally at all. On the contrary. All said, it's not hard to see why beaten-down chip and DD stocks are values now for position traders. Sometime soon when these shortages become more publicly known these stocks could appreciate mightily. At 34 PE I don't see the risk in INTC here. And they will get the positive publicity once 2000 rolls around and they bring out their new faster chips.

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