Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lee who wrote (96936)	1/20/2000 5:30:00 PM
From: Tony Viola	Respond to of 186894

Steve, Re: I think a long INTC position combined with a short AMD position is a good bet and a good hedge against a market meltdown. Of course you would have to factor in any potential AMD profits from comms and flash but I reckon the MP losses will more than wipe them out considering Athlon investment costs. Interesting call. Have you checked the fantasyland AMD thread? I would say you are a good 180 out from them, to say the least. One thing I like about this thread is we don't see a lot of "Intel is going to $140", or "See you at $150" type posts. Tony