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To: marginmike who wrote (170710)	6/6/2002 1:43:05 PM
From: Bid Buster	Respond to of 436258

i don't think there will be much of a squeeze in intc.. only 1% of float short in last months short interest data ..though that could have changed by now..still a week to go to get the latest data

To: marginmike who wrote (170710)	6/6/2002 1:43:42 PM
From: Haim R. Branisteanu	Read Replies (5) \| Respond to of 436258

mm, the high tech sector is very very gloomy now but IMHO the aging of the buying binge in 1999 (Y2K) will force many corporation to buy new computers in the second half. The economy has stabilized but all IT guys are still stoned from their previous buying binge of servers wireless gadgets etc. There is a natural cycle which will lift all ships. PC life span is somewere around 3 to 4 years from a technological point of view. Further keep in mind that due to the lower USD computers are much more cheaper in China, India and Russia for example. ...... and the US has the lock on PC processors. So the first wimp of pick up would lit the NAZ IMHO .......... and all will speak again about the "price of PC memory in Taiwan" <GGG> BWDIK Haim