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To: MetalTrader who wrote (87488)2/16/2001 6:14:13 PM
From: ild  Respond to of 95453
 
MT, I agree that single digits for INTC and CSCO look weird. On the other hand INTC is a single product company. PC becomes commodity. AMD makes very good CPUs. Almost no one needs 1GHz CPUs. Most people are limited by their Internet connection. What are great tech companies of 60s and 70s? Xerox, Polaroid, Digital, CDC etc. Where are they?
VIA and Transmeta are started making their CPUs. I'm computer programmer. When I advice my friends on which computer to buy I tell them to buy the slowest CPU available.
Another consideration: US high tech industry without stock options.
Look at LU. Nobody thought it would lose 85%.
Yes, I'm bearish.
Good luck, ild



To: MetalTrader who wrote (87488)2/16/2001 6:40:43 PM
From: rails99  Respond to of 95453
 
OT/ Boeing files for debt offering ( 18:02 hours ET). Wonder what the TA may look like for big defense? AA dropped a few cents today. Any one look at how the Boeing debt offering will affect the stock price?

Thanks in advance for response:.
Rails


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