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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 139.60-6.2%Nov 20 3:59 PM EST
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To: Jay M. Harris who wrote (5213)4/28/1998 7:18:00 AM
From: Mason Barge  Read Replies (1) of 10921
 
<<Intel is losing share in the low end>>

I thought your post was very well-reasoned, but actually, I read yesterday that Intel is actually recovering market share in the low end, as of right now. There is almost certainly going to be a price collapse similar to DRAMs for low-end MPU when AMD brings its full capacity online. And who of the larger MPU fabs has the cash to weather the storm? Yes, if you want guaranteed money, watch AMD for price rises and go short.
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