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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (15823)	5/15/2001 6:39:55 PM
From: Jason Rooks	Read Replies (1) \| Respond to of 30051

Zeev, regarding: <<INTC is acting quite sick here (unlike AMD, it should be a candidate as a long on th next swoon up, IMTO).>> Is AMD or INTC the candidate as a long? And while I am asking, what are your thoughts on SNDK, SSTI and FLSH? TIA, Jason

To: Zeev Hed who wrote (15823)	5/15/2001 7:09:37 PM
From: ajtj99	Respond to of 30051

INTC IS quite sick, for Intel that is. They had to get an interim machine for their 0.13 fab (Phase-Shifting Lithography?) because the original supplier is behind. What does that mean? Shortage of 1GHZ Pentium 3 Mobile chips and 2GHZ Pentium 4 Desktop chips in the 4th quarter. Oh, it also means extra money for a stop-gap solution. Yields have been a big problem also. This from this week's E-Week (I think they should have this article available online). I also read a review this week in PC Mag that seemed to rate the 1.3 GHZ AMD Athlon chip quite favorable with the 1.7GHZ Pentium 4. AMD is like a stone in Intel's shoe. I also read a cool article in Information Week that suggests that the sucky 633MHZ Transmetta chip may actually be a good solution for power-hungry data centers. Combined with a new rack configuration it could save 5-20-times the energy and 80% of the space of conventional servers. Hello California! Talk about the accidental chip. It was supposed to be for mobile applications, but may actually find its niche in server farms.

To: Zeev Hed who wrote (15823)	5/15/2001 7:58:48 PM
From: U.B. Green	Read Replies (1) \| Respond to of 30051

Zeev, the numbers that made you speculate that 2020 could be "it", went out the window when the P/C (equities) came back to under .6? In other words, you are still looking for 1850? Yes? Regards, Bernie

To: Zeev Hed who wrote (15823)	5/15/2001 9:54:25 PM
From: Crimson Ghost	Read Replies (1) \| Respond to of 30051

Today's action stank to put it mildly. The bubbleoneans got everything they wanted from the the "maestro" and the market still went nowhere. The fact that the S&P is 20% overvalued by the Fed's own model has a lot to do with this IMHO. Looks the bears are going to romp some before we get a sustainable rally.