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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: Skeeter Bug who wrote (8667)11/13/1998 11:53:00 AM
From: Kirk ©  Read Replies (1) of 42834
 
in good fun:

where are your posts saying 1998 would be a disaster for dram companies, mr semi guru ;-)

I didn't post anything. I didn't recommend Mu and I don't buy commodities. I try to buy companies with leading edge technology AND marketing (IBM & Msft fit the marketing and technology well and are my #2 and #3 holdings, Intel is first tier with technology and doing better with their marketing)

Again, year-to-year isn't as important this time and you are free to disagree. I happen to think from my 20 yrs in the industry that the cycles of the dominant companies often have flat periods as they retool or readjust strategy after making mistakes. Intel blew it on the low price PC and are just now fixing their mistake and recovering nicely (my opinion once again). AMD got their break from this but high profits are still a dream.

As I said, my buy on Intel was at $68. Never have I said "This is a trading stock buy UTEK instead" (though I have been adding to my UTEK but also did some tax loss selling most recently while Lam was at $10). I had a buy out for Intel and LRCX and have been pleased with the results. (My own money was going into LRCX at $10 and $12)

see stockchicken.com

I do agree that Intel is not a value play now and I am on record for recommending taking profits if exposure is high.

regards
Kirk out
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