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Technology Stocks : Intel Corporation (INTC)
INTC 40.03-1.3%3:59 PM EST
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To: John F. Dowd who wrote (166825)6/22/2002 12:45:53 PM
From: kapkan4u  Read Replies (2) of 186894
 
<Probably going into short US Treasuries. Notice the yield curve steepening.>

Selling US stock and buying US Treasuries would be neutral for the US$. Yet it is dropping like a rock. So the money is flowing away from the US$, probably into local bonds and money markets.

<Tell me what would it take in terms of capitalization to build a new INTC from scratch?? >

I have said before that I would consider buying INTC at around $8. But to go long I would also like the see the business model and management changed:

1. They should get out of the most of the communications IC business, except Xscale.
2. They should cancel IA-64 and accelerate Yamhill.
3. They should go after foundry business against UMC and TSMC.

Kap
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