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

To: Amy J who wrote (105781)	7/18/2000 10:34:33 AM
From: Tony Viola	Read Replies (4) \| Respond to of 186894

Amy, >In certain environments TCs smoke. And, in certain environments, ceramic caps smoke too. A wise engineer knows when to use one over the other. Getting too far off the semiconductor/Intel subject, and giving more attention to JJ of SSB, but: tantalum caps have far more "opportunity" to smoke because they're polarized. Don't design them in backwards. Putting any more than a minute amount of attention on the capacitor situation when analyzing semis supply and demand is like trying to derive info about car engines' supply from sales of speakers. That's not car speakers, but any speakers. Caps are used everywhere in electronics, like speakers are used everywhere in sound systems. I liked your other post about Kumar being savvy. He spent time in the industry (Intel?) so he doggone well understands it. What's the background of most other analysts? Finance and business I imagine. Nothing wrong with those, but technology is not exactly a piece of cake to keep up with. Niles must also have spent some time at a semi, or related company. Intel also rings a remote memory bell. If not, he's done his homework. Tony