Shane, your don't read WSJ, Barron's, etc....rant, I agree completely. My all time least favorite is NBR, with Paul Kangais. Nothing against him personally, of course, but to him, high tech is railroads and pasteurized milk.
I have to admit, ol' Tom Kurlak called this one, but he's also been very wrong before. Some think that if/when Intel bottoms to the 60 range, he'll jump in with BUY calls on semiconductors again. Watch INTC. I personally think INTC has too much buoyancy to get to 60, but what do I know.
LSI seems to be acting like the cat that swallowed the canary about being a lot out of PCs. What happens when PCs start up again? Actually, PCs may be down for a while, but powerful internet and other application NT servers are hot. These will lead INTC and the SOX out of the doldrums.
Tony |
