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To: Victor Lazlo who wrote (110686)10/17/2000 8:12:00 PM
From: GST  Read Replies (1) | Respond to of 164684
 
Victor: I think INTC is bottoming. IBM could just sit there like a big lump in the 80-100 dollar range -- why own this big blue turd? It is not that profitable and it is not growing. It is like GM at five times the p/e multiple and lower cash flow -- I would not want to buy a dumpster full of IBM. But the semis are oversold at this stage. I am looking to them to rebound before the rest of the market resumes this painful exercise in reality.


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