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

To: Gordon Hodgson who wrote (182790)	11/28/2005 10:17:22 PM
From: robert b furman	Respond to of 186894

Hi Gordon, It is the millions of Arabs and Israeli's looking in the Intel wants to sell computers to. Like Music the internet has become a universal mode of communication. Intel having made many investments into "dangerous markets" in the past understands the value of encumbancy. Asia was once dangerous.India is impoverished by any standard. In case you haven't noticed Syria has withdrawn from Lebanon and the Gaz is being protected by Pelastinians. Many do not like to g W credit ,but the world has become a safer place by his show of strength. I apologize for the political tones in this post - but I believe Intel is just ahead of the curve in this recognition. Bob

To: Gordon Hodgson who wrote (182790)	11/30/2005 3:28:08 AM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Gordon, Building American Fabs in Israel during their freaking civil war is about as dumb as dumb gets. I'm all for not investing too heavily in a volatile area, but never forget who was responsible for the Pentium-M. It was a design team in Haifa, Israel. Tenchusatsu

To: Gordon Hodgson who wrote (182790)	11/30/2005 4:34:14 AM
From: Amy J	Respond to of 186894

SemIndia to invest $3 bln in Indian chip facility Wed Nov 30, 2005 03:03 AM ET NEW DELHI, Nov 30 (Reuters) - SemIndia plans to invest $3 billion in a semiconductor chip-making factory in India, with technology from America's Advanced Micro Devices Inc. (AMD) (AMD.N: Quote, Profile, Research) , officials from the companies said on Wednesday. AMD will transfer micro processor and logic manufacturing technology to SemIndia, and may pick up a stake in the proposed plant, Hector Ruiz, chief executive officer of AMD Inc., told reporters at a newsconference. SemIndia, a consortium of overseas Indians, sees Indian demand for semiconductor chips at $30 billion each year by 2015, its Chief Executive Officer Vinod Agarwal said. "We plan to create customised products for the Indian markets," he said. "The idea is to bring down the (chips) price so that everyone in India can use computing." yahoo.reuters.com

To: Gordon Hodgson who wrote (182790)	12/5/2005 7:30:09 PM
From: Amy J	Read Replies (1) \| Respond to of 186894

RE: "As an Intel options trader, volatility is good" Lots of volatility lately. Am holding shares (and used to write CC's during the downturn), but a year ago back when Intel was in the dumpster also bought some leaps that then went under-water in a major way (similar to how my cisco leaps are now in the dumpster, arg). They're now up almost 40% - so was debating to close out the position because of the s/c report saying Intel had a month of notebook dip due to a shortage. OTOH, a different report said Bryant thinks the supply problem will be fixed by H1, which might be just enough time for the leap to feel more of the impact of a 4.3% growing economy, assuming their shortage issue gets resolved and economic demand holds before option decay gets into high gear. Basically, am not sure how bullish to be - I suspect the shortage might make Intc swing down a bit until they can fix it. The one thing one can bet on is volatility.