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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (135748)5/21/2001 1:44:18 PM
From: michael97123  Read Replies (3) | Respond to of 186894
 
Paul,
Anyone think it might be a logical to play to switch some funds from chip equip into chips at this point. My belief is that Intel capex kept equips high but in the next leg up, chip have more to gain from these relatively depressed levels while equips may have factored some of this in already. I invested equal amounts of money in both intc and amat and now amat is twice as valuable. I am thinking of doing some "balancing". mike


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