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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (3490)	10/8/2002 8:46:31 AM
From: Proud_Infidel	Respond to of 25522

Sarmad, Much of Sun's business was dot coms who are now kaput. INTC still has a healthy business. Additionally, others are moving in onto SUNW's territory. The same cannot really be said of INTC as AMD is weakening not strengthening, and INTC has also made inroads into communications chips. The statment belies an ignorance on so many levels, and yet people still listen to people like him. I do not understand it. BTW, I also own INTC shares, though not in the k's. Brian

To: Sarmad Y. Hermiz who wrote (3490)	10/8/2002 9:06:03 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

One more thing....if INTC falls to $2.00, then surely the Nasdaq would be around 300....even in this current crappy environment, that is still hard to believe.....but if this does happen, we're ALL in trouble whether you own one million shares of tech or none at all. BK

To: Sarmad Y. Hermiz who wrote (3490)	10/8/2002 9:48:52 AM
From: Kirk ©	Read Replies (1) \| Respond to of 25522

>> Now he's calling for INTC at $2.00?!?! This is the type of thing I expect to read on Yahoo message boards, not from professionals. What a joke! >Well, SUNW went from $65 to $2.34. They are in similar business as Intel. By the way, I have several k shares of intel. So it is not a joke to me at all. I've been tracking Ralph and made comments on this here suite101.com Key to me: There is a "slight" difference between Intel and Sun. Intel is a leader, pays a dividend and it is making money. Sun has none of these factors in its favor. finance.yahoo.com SUN has a market cap of $8B now. Intel plans to SPEND about $5B on capital equipment this year. If Intel were worried about a Sun-like decline, it would slash this spending and let AMAT, NVLS, TER, ASML, LRCX, etc. go the way of Sunw. Of course, that is why those companies are slashing their workforce to match the waterfall decline in their share prices. How about cash flow and cash reserves? I think Intel has double the cash per share of Sunw... ($1.59 vs $0.89 per share) biz.yahoo.com Of course, these fundamentals don't show on Ralph's charts. Disclaimer... Long time owner of Intel ($3.67 cost basis) and I've never been impressed with Sunw (never owned)probably since I worked at HP and I still hate many things about Java.