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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (7038)	12/1/2000 11:22:31 PM
From: Jane4IceCream	Respond to of 19428

Let me speak on this..... Talking head on CNBC after the market closed think's thats a valid possibility (INTC warning) but also said in the same line that the semi's downside from here is limited with many of the stocks already in single digit PE mode. He went on to say that for the l-o-n-g term investor the semi's make a compelling investment if your timeframe is 12-24 months out. He was talking about your PC chip and equipment makers not neccesarily the specialty telecom/game/flash memory diverse company like a ATML or maybe a IDTI. Jane