Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 46.95

-2.8%

Jan 16 3:59 PM EST

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To: michael97123 who wrote (135754)	5/21/2001 1:59:10 PM
From: Tony Viola	Read Replies (1) of 186894

Michael,>Anyone think it might be a logical to play to switch some funds from chip equip into chips at this point. My belief is that Intel capex kept equips high but in the next leg up, chip have more to gain from these relatively depressed levels while equips may have factored some of this in already. Might be a good idea except AMAT seems to walk on water nowadays. They announce that next Q will be about breakeven, and they're up, what, 7 bucks since then? The trend is your friend. Go Red Sox. Re Intel, the analysts appear to be in pile-on mode, whereas some upgraded AMAT to strong buy even with their breakeven quarter coming up. Tony

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