Coby, Correct, except most if not all of what I said was fundamental, not emotional. This is Intel's strong season. They have sold a lot to the CPQ buildup of its direct line. The stock is at an all-time high while eps are far from an all-time high. Y2K will kill their business. Not emotion. Opinion based upon research. True, others, such as the 3 billion Intel sheep can take the same facts and ride mindlessly with the co. spin, but I prefer to read between the lines and pick off a co. that may be peaking instead of starting a growth trend. And peaking at a low level. The herd could be right on this one and I could be wrong. Hence the diversification and thirds entries. Only time will tell. The Intel fans think yelling from the sidelines make them right. Only co. results, if come in over the next year or two, would make them right.
The problem is, the herd has to be right on every issue, as they lose as much as they gain, or more, when they are wrong. I only have to be right on a few issues because overpriced fluff really falls fast when the truth hits.
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