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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?


To: Skeeter Bug who wrote (14181)5/16/2001 11:48:38 AM
From: Kirk ©  Read Replies (1) | Respond to of 42834
 
Yeah, I'd be interested to read what Burke has to say. I just posted this so we might be on the same wavelength re the over valued chip Co's...
Message 15807809

Key: The people I worry about are the Kevin Landis Fund types that think these chip companies will be the "next Intel" and they don't own their own fabs but are priced like they won the battle already. Anyway, good news for AMAT...

btw, intel generates good ROA and significant cash... you just don't want to over pay for the company.

K