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

To: maceng2 who wrote (111064)	9/24/2000 8:00:01 AM
From: Amy J	Read Replies (5) \| Respond to of 186894

RE: "BTW for those looking for a good signal on "the end of the semiconductor cycle"...historically it always been when a whole load of companies publish big expansion news over a short period of time. You could have set your watch by it." ------- Hi Pearly, Are you aware that Intel published big expansion plans over a short period of time? On another note, as recent as last week, the high-tech industry continued to see component shortages on different components. The key is: are those shortages due to duplicate/over-ordering (which would support your statement) - or - due to a continued pent-up, actual demand (which would refute your statement)? On another note, while Intel announced weak European sales, there was an article on a Taiwanese company that said Intel is not able to meet demand. I believe Intel said European sales were weak, but made no reference to world-wide demand. I haven't read that Intel said world-wide demand is weak. Did you know that Win 2000 is probably the most solid OS that Microsoft has ever released (yes, finally.) While MSFT is also in the dog house, the company has a reasonable line up of products beginning to work their way through the pipes. According to Kumar, next year, so does Intel. So, I guess it depends upon your investing style and your belief in the company and market potential: do you get in now, or do you wait and try to time it right? I'm more conservative, so I just buy INTC on the dips. I take the risk of downward-slides (like the one on Friday), but I never take on the risk that I'll miss an INTC run-up. And I think that's the correct strategy, since overall, INTC is a stock that has always gone up, and I also believe in Intel's future and believe Kumar's assessment that Intel has an impressive product line-up coming out. Admittedly, if there is a demand glitch, this would impact the s/c industry regardless of how good a company is. However, I have not seen reports from Intel indicating weak world-wide demand. Even if there is a world-wide demand issue, I am a believer in the higher margins of the Server market (and what they can do for a company's financials) and Intel's potential to capture pieces of this market from SUNW, regardless of any potential demand issues. However, I agree with Tony and Kumar's comment, about the timing of this opportunity. But it's not my style to wait until the last minute - I can be patient. Regards, Amy J