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

To: GVTucker who wrote (182836)	12/5/2005 9:50:26 AM
From: matt dillabough	Read Replies (1) \| Respond to of 186894

Bernstein says semi sector looks stretched Bernstein believes that the overall semiconductor sector looks stretched at present, with the SOX now above 505. Firm recommends that investors reduce exposure to overweight semiconductor stocks, and advocate a bar-bell investment strategy. Firm rates NSM and TXN Mkt Perform, and believes while news flow this week will likely be directionally positive (TXN's mid-qtr update is Dec 7 and NSM reports Q2 results on Dec 8), this is already largely discounted into the stocks. Firm believes that owning companies that are relatively cheap or have low expectations (LLTC, INTC, ADI) or are fast growing (AMD) is the most sensible in this environment.

To: GVTucker who wrote (182836)	12/5/2005 1:33:41 PM
From: Ali Chen	Read Replies (2) \| Respond to of 186894

" I'm fully aware of the effort that goes into research ... Hopefully your son will get his PhD. Then he'll be able to get somebody to stay in the lab until midnight just as someone else is able to get your son to stay in the lab until midnight." I agree with JDN. From you remark it clearly follows that you have no idea what effort does it take to be in research. You hopelessly lack of understanding of what a researcher work is. No one is forcing a real researcher to stay in the lab overnight, it comes with the job, it is an internal necessity. A real researcher cannot simply close his computer application and go home to watch a game, a real researcher is occupied by a desire to solve a problem, it sometimes takes 24/7 for many weeks to find a solution or see a connection within data or theory. It takes a toll on their personal lives. If you are working on a challenging new problem, the brain does not stop until a solution is found, sometimes the light comes in the middle of a night. This is a job (and a doom) for a few. For this reason most people cannot be "trained" to be a researcher, in contrast to training engineers, machinists, accountants. - Ali