Semi Equipment Analysis 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.

Technology Stocks : Semi Equipment Analysis

SOXX 309.36

+2.2%

Dec 3 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Elroy who wrote (88058)	2/23/2022 12:46:33 PM
From: Return to Sender	Read Replies (1) of 95520

I tend to look at these situations as less of a buy one versus the other situation. I ran a very non scientific bit of math and find that INTC will not yield 4% unless it trades near 36. AMD would interest me at 90 if the story remains sexy. Certainly it has been a better stock. Obviously it has been taking market share. It may continue to take market share but INTC is still the company better equipped to withstand a real downturn. I am watching and waiting. Would like to see a real bearish downturn where we see more bears than bulls in the Investors Intelligence Poll. That followed by a 90% upside day or 2 80% upside days in close succession would make me happy to buy either stock. Not yet... Not there yet. RtS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next