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Technology Stocks : INTC
INTC 40.09+0.3%10:07 AM EST

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To: Jules B. Garfunkel who wrote (765)11/2/1997 2:20:00 AM
From: Brian Fukuba  Read Replies (1) of 990
 
Jules,
Thanks for your all of your posts and insights. Especially appreciated your discussion with Paul Engel re: the DEC settlement. Used to be a supervisor in fab long ago in the days of contact aligners-have some appreciation to the probs of ramping up of a new fab vs an existing fab . Ran into this while on the Ideas thread:

techstocks.com

Have you also heard about increase in spending for fab equipment in the past week? Seems like your hypothesis(with DEC's Fab 6 and the sub 1K market) is starting to pan out. imho, I think INTC is a roaring buy at these levels.

bri
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