Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.82

-4.3%

3:59 PM EST

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To: 2maclean who wrote (121247)	12/7/2000 11:13:09 PM
From: tejek	Read Replies (1) of 186894

The run-up in lead times late last year and earlier this worried me. OTOH, I had felt the overshoot would last longer. My GUESS is that this downturn will be brief- maybe over by early next year- but not a lot of fun. A lot will depend on how bad end-demand really is. Stuart, Yes, I think it will not be a long down turn. Check out this link that Gottfried posted earlier...its gives a good idea how long were the last two downturns in the 90's. Message 14872591 As far as the semis not being monolithic, I agree but many of them are consumer oriented which so far causes them to still act in concert. Currently most semis are well off their highs even though they represent areas as diverse as PCs, cell phones, internet appliances, consumer products, automobiles etc. There are exceptions but its dangerous to invest in them unless the street has cut them already...as I learned painfully with TXCC. :~(( ted

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