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: Ibexx who wrote (99190)	2/15/2000 7:34:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Ibexx, RE: "The semi party should be on for at least a couple of more years, don't you think?" If you buy into the idea that semi's are a cyclical industry, the "experts" are saying we are about 1/3 through the cycle. If you peg the start of the cycle to the 2nd quarter of '99, then yes, we have a couple of years. On the other hand, things are changing in technology so fast, who knows where the next, "next thing" is going to come from. And maybe the cycles will compress. John

To: Ibexx who wrote (99190)	2/15/2000 9:31:00 PM
From: Tony Viola	Respond to of 186894

Ibexx, The semi party should be on for at least a couple of more years, don't you think? I think so. Wilf Corrigan of LSI sees strong sales through 2003 now, and he thinks the next down may not be so severe because of the growth of the Internet, broadband and wireless. The number of hosts connected to the Internet is just about doubling every two years, where hosts can be anything that can get an IP address assigned. Most of those are still computers, not bad for Intel. It's going to be a tough one to call, the next down, that is, and what to do with stocks owned. Tony