SI
SI
discoversearch

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: Road Walker who wrote (99194)2/15/2000 7:41:00 PM
From: Ibexx  Read Replies (1) | Respond to of 186894
 
John,

My previous statement re. semi's life span was somewhat ambiguous.

About six months I adjusted my chip portfolio to include, besides INTC, only specialized semi companies in broadband, wireless, DSP and the likes. I believe these companies (PMCS, TXN, RFMD, TQNT) have a ways to go - they would most likely defy the gravity of cyclical forces for much longer than the commodity varieties.

Ibexx