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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (6305)	10/19/2002 12:34:18 PM
From: robert b furman	Read Replies (1) \| Respond to of 95484

Hi Mike, My skin turns when I see AMD and Intc on the same page. I thin AMD will end up being a commodity manufacturer of flash memeory and some phone chips. Intel will persue market share with predatory pricing until AMD becomes a niche maker of chips.JMHO If new lows do result in Zeevs list - I for one would think that LTBH would be exactly the correct approach to take and accumulating them at discount prices will make one rich over a 2-3 year time horizon. BWDIK Bob