Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

+10.2%

Nov 28 9:30 AM EST

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To: Amy J who wrote (105410)	7/10/2000 4:24:49 PM
From: Jim McMannis	Read Replies (2) of 186894

Amy, RE:"I also think Intel's IA-64 dive into the Server market will help minimize INTC from the next downward semi cycle (but not the second instance). " I'm not falling for this "semi cycle" wall street baloney. Semis will be gaining momentum long after we are gone. Wall Street loves to try to cycle industries. Of course they make a ton on commissions when the market incorrectly panics in and out... In 25 years I haven't seen a down semi cycle worthy of selling a whole sector into. Mr. Joseph may have indentified a Tantalum Capacitor shortage but I'm not sure whether he's not just yelling into a canyon. I suspect he will be looking for a career change soon... Maybe he was the sacrificial lamb for SSB...what brokerage firm will be next? You can bet they are buying the dips and selling before the downgrades... AMD is already above the price he downgraded it at... The general market/interest rate outlook is much more a drag on the markets... Jim

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