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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: ild who wrote (67038)2/13/2001 11:24:25 AM
From: Earlie  Read Replies (2) of 436258
 
ILD;

I'm not short INTC yet, but I will be. Ditto MU. Both companies are in big trouble with the PC industry in tatters, inventories at record levels and prices just continuing to erode.

Somebody just wants to unload stock.

For the moment, I am concentrating on the opticals and the semi equipment providers. The latter should start to give following AMAT's numbers.

Best, Earlie

Best, Earlie
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