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Technology Stocks : Intel Corporation (INTC)
INTC 36.26+3.3%10:51 AM EST
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To: EricRR who wrote (107504)8/14/2000 2:37:32 PM
From: Tony Viola  Read Replies (2) of 186894
 
RatbertRyand, >(yes, I am an AMDroid- but driven by the common desire to make money off my investments, not to "fight the power")

So now that AMD has a spike in its price, we get the droids over to pee in this pool? Oh what the heck, they're both up.

New analyst's term out today: "midcycle" correction. "We got a million of 'em". From AMAT:

DLJ's Bedekar Sees Semiconductors In Midcycle Correction
By JOHN SHIPMAN

Of DOW JONES NEWSWIRES
NEW YORK -- Investors have punished semiconductor stocks recently, but Donaldson Lufkin & Jenrette analyst Milind Bedekar said the sector is solid and is undergoing a "midcycle" correction.

"The biggest fear that investors always have with this sector is its inherent cyclicality," Bedekar told CNBC Monday.

Because the semiconductor sector performed so strongly in late 1999 and the first part of 2000, he said, "expectations got ahead of reality." He said he sees the recent downturn as a "temporary disconnect."

Applied Materials Inc. (AMAT) and KLA-Tencor Corp. (KLAC) are two "unquestioned franchises" in the semiconductor group that Bedekar predicted investors "would return to first."

- John Shipman, Dow Jones Newswires; 201-938-5171

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