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

To: Amy J who wrote (111066)	9/24/2000 8:41:46 AM
From: maceng2	Respond to of 186894

Hi Amy, I suppose the point I wish to stress is that semiconductor downturns in the past occurred shortly after several semiconductor companies announced large expansions and the capacity was being built. I think senior managers have learnt from this (although slowly..I have been watching the cycle since 1978..it was old hat even then). There is therefore no end of the "semiconductor cycle" going by that signal. Perhaps a gradual increase in demand and supply over time. So, if my understanding is correct..and I have posted here to see if there is any truth in what I am thinking...all is in fact well with the semiconductor biz...and INTC. I did also happen to notice INTC being bought up with great rapidity on Friday. The penny (or should I say euro cent) has dropped here -g- pearly.

To: Amy J who wrote (111066)	9/24/2000 11:35:29 AM
From: kapkan4u	Respond to of 186894

<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.> Hi Amy, If you are in INTC because of the future products, then get out quickly. I am not joking. Kap

To: Amy J who wrote (111066)	9/24/2000 2:19:02 PM
From: Jim McMannis	Respond to of 186894

RE:"According to Kumar, next year, so does Intel." Oh Yeah!, I'm sleeping a lot better now... Jeezzz...Kumar? Jim

To: Amy J who wrote (111066)	9/25/2000 3:38:39 PM
From: LTK007	Read Replies (4) \| Respond to of 186894

just quoting Kumar--it's his opinion the intel problem is global,and the problem is NOT intc specific--in the interview i saw,he stressed very strongly,this problem is NOT intel specific,and that it is a far reaching global problem.just passing on Kumar's view--i know zilch:) max