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


To: Jim McMannis who wrote (167375)7/3/2002 1:06:35 PM
From: NITT  Respond to of 186894
 
re: "Sure, Intel is the better bet right now...but...
"If" and when?"

If it turns up later, AMD is gone for sure and Intel manages mix/ASP in the near term and remains above water by managing that ASP and by cutting costs... people. It will turn up at some point, the PC and servers are not going the way of the dinosaur yet. Bottom line is I'm long, and would buy in at these level only as a long, not as a trade.



To: Jim McMannis who wrote (167375)7/4/2002 10:21:56 AM
From: Tushar Patel  Respond to of 186894
 
Sure, Intel is the better bet right now...but...
"If" and when?


Maybe soon?

Investment in equipment and software now shows a slight 0.1 percent gain in the first quarter, the first increase in six quarters, rather than the 2.3 percent drop previously estimated. Most of the increase came in information processing equipment and software.

cbs.marketwatch.com