Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.82

+1.5%

Dec 19 9:30 AM EST

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To: Road Walker who wrote (99194)	2/15/2000 7:41:00 PM
From: Ibexx	Read Replies (1) of 186894

John, My previous statement re. semi's life span was somewhat ambiguous. About six months I adjusted my chip portfolio to include, besides INTC, only specialized semi companies in broadband, wireless, DSP and the likes. I believe these companies (PMCS, TXN, RFMD, TQNT) have a ways to go - they would most likely defy the gravity of cyclical forces for much longer than the commodity varieties. Ibexx

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