Dale,
Re: Johnny Gullible
I doubt if you will have bought Intel.
I suspect that EBAY, and UBID are your holdings.
And you bought two so that you could diversify your portfolio. <GGG>
But seriously, Intel is a good company and is still a good investment. More due to the explosive growth in servers than their future in retail PC's.
I just happen to think that AMD is a much better investment than Intel.
Others I like are CPQ ( due to DEC/Tandem, DIrect Sales Push, Services revenue, and strong position in servers)., NSM ( undervalued on their analog business alone, long term web appliance startegy), LSI( great technology and beaten down).
I also own some very small amounts of IDTI, DIIG, ALTR, WSTL, VLSI.
Last week I shorted AMZN by buying some PUTS. (I am worried about the Internet bubble killing even the good hi-techs).
As you can see I am well diversified in high tech <GGG>.
Regards,
Kash |
