Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 141.19

+1.1%

11:50 AM EST

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To: Zeev Hed who wrote (8905)	10/22/2000 10:16:41 PM
From: Proud_Infidel	Read Replies (1) of 10921

Zeev, Do you really think that INTC is incompetent and will lose a work team for failing to pay in time? Although I have a great amount of respect for INTC, they have made some huge gaffes over the course of the past several months. As for INTC losing labor, anything is possible, especially since skilled labor is difficult to come by in many areas of the country. Not to mention the fact that I do not believe INTC will pay any price to get the project completed. They have gross margins they promised shareholders in the 60's; by taking on projects w/o regard to these promises, they run the risk of missing and falling further out of grace on WS. I think, and believe that Barrett thinks, that INTC shareholders have gone through enough in the past year. BTW, I am saying this merely as my best guess using current data, which is not plentiful at the moment. I am sure we will hear more in the days ahead. BK

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