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To: pater tenebrarum who wrote (12950)8/22/2000 4:52:42 PM
From: CYC  Read Replies (1) | Respond to of 436258
 
Thanks, HB.

<i must admit though that i'm not really up-to-date with regards to TXN's specific fundamentals.>

Since when did fundamentals matter? -g-



To: pater tenebrarum who wrote (12950)8/22/2000 5:47:29 PM
From: chic_hearne  Read Replies (2) | Respond to of 436258
 
Re: i'm looking at the semi sector only in a big picture context, and i remain convinced that the cycle peak is actually in

heinz, Intel just unveiled the specs on Pentium 4 today. It has a die size of 217mm compared to Pentium 3's roughly 100mm! In other words, Intel just cut its capacity by over HALF!!



To: pater tenebrarum who wrote (12950)8/22/2000 8:28:17 PM
From: long-gone  Read Replies (2) | Respond to of 436258
 
<<. i must admit though that i'm not really up-to-date with regards to TXN's specific fundamentals.>>

fwiw, IMHO, much of the money in the SOX sector stays in the sector. I think it just moved from TXN to RMBS but may move back at the first weaknes in RMBS. INTC may have something in the play also.
When I was working at T.I., the term was weakness in TXN should be spelled "13 weekness" due to the term of the decline.


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