Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.03

-1.3%

Dec 1 3:59 PM EST

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To: carl a. mehr who wrote (46348)	1/25/1998 12:28:00 AM
From: Ibexx	Read Replies (1) of 186894

Dear carl, OTOTOT With all due respect, I have the following comments to offer. Compared with the others, AMAT inherently carries a greater degree of risk by being capital-intensive (high fix cost etc.) and thus extremely sensitive to product cycles and economic downturns. I have always traded the AMAT commons and LEAPS--profitably in most cases--but have chosen to restrict my exposure to it because of the above. My current favors are the leading wireless telcos, ATI and Lucent, just to name a few. suretrade.stkwtch.com Regards, Ibexx PS: With AMAT, one has to modify the buy and hold strategy rather drastically.

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