SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: mishedlo who wrote (50414)4/11/2002 6:54:44 PM
From: Jdaasoc  Respond to of 99280
 
I can easily make a case for INTC QQQ CSCO
MSFT is harder

If I told you CPU inventory levels in distribution channel is not an issue right now. INTC is making their revenue numbers, I just don't know if earnings numbers will keep wolves at bay with P/E of 150 if overall market mood is bad.