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To: Roads End who wrote (205053)11/15/2002 1:37:25 PM
From: maceng2  Respond to of 436258
 
Re INTC, I believe the semis will have to see a massive implode before they see any recovery.

Normally, a few years into the down part of the cycle, is the right point to invest in the biz.

Intel are doing that. 300mm production being built.

Just this time it is different. Everything is on a sustained down trend.

Oh sorry, am I reading all these charts upside down?-g-

just have some otm calls for clown fodder to the upside. I select tech stocks almost randomly for upside insurance. -g-

- except QCOM. That is a clown magnet by the looks of things.