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

To: michael97123 who wrote (135754)5/21/2001 1:59:10 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Michael,>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.

Might be a good idea except AMAT seems to walk on water nowadays. They announce that next Q will be about breakeven, and they're up, what, 7 bucks since then? The trend is your friend. Go Red Sox. Re Intel, the analysts appear to be in pile-on mode, whereas some upgraded AMAT to strong buy even with their breakeven quarter coming up.

Tony



To: michael97123 who wrote (135754)5/22/2001 1:29:38 AM
From: Paul Engel  Respond to of 186894
 
Re: ". 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".

That might work - Good luck !

PAul



To: michael97123 who wrote (135754)5/22/2001 1:58:55 AM
From: muzosi  Respond to of 186894
 
i suggest you buy more amat. especially with the possibility that intel is going to warn for Q2.


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