Bob Brinker: Market Savant & Radio Host Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Chuck Schmeling who wrote (1717)	10/19/1997 8:12:00 PM
From: Rock Fish	of 42834

<Bob seems to feel that the under $1000 computer is going to hurt Intel, and feels it is now overvalued.> He did mention that it is entirely possible that Intel could end up with a lot of growth of the higher margin chips. I look for Intel to "find a way", as they did in their shift out of memory product when that area beacame less profitable. Believe me; Andy Grove is Paranoid at this moment!!!! On a different note, as much as Bob has touted his expertise and anaysis of the Semiconductor Equipment Manuafacturer Industry the last couple of years, I found it pretty suprising that he thought that Applied Materials (AMAT) was the only sector company in the S&P500. KLA-Tencor (KLAC) is also in the S&P500. -- RockFish

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next