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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.3%12:59 PM EST
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To: Tony Viola who wrote (105074)6/28/2000 10:35:00 PM
From: chic_hearne  Read Replies (1) of 186894
 
Re: So, the AMAT thread is the one on SI that watches this stuff like a hawk. Pays to own some AMAT just to have an excuse to go there

Tony,

Thanks for your point of view. I think it's time for me to watch the AMAT thread. I'm leveraged to the teeth in AMD and the semi cycle is probably more important than I realize. I view INTC and AMD seperate from the rest of the semi's because with 6 billion people in the world with today's output, we have a long ways to go to meet demand. I think even with all of Intel's new fabs, it still won't be enough. One thing I'm learning as an investor, it's not what you know that matters, it's what the street thinks they know that matters.

chic
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