Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kirk © who wrote (18988)	5/18/2006 5:04:22 PM
From: Jerome	Read Replies (3) \| Respond to of 25522

INTC...worth a second look. Because DELL announced that they would offer some AMD chips on their servers, INTC tanked after hours. (near $18.00 / shr). I don't know where the exact bottom is for INTC, but at 18 I'm buying. Dell's quarterly report was some what better than expected, as evidenced bu the after hours upside. For today the mental debate was.... add more AMAT or add more INTC. Either choice would be good, but I'm adding INTC in the AM. Tomorrow is options expiration and I expect a continued sell off as most of these quality stocks will fall to the next lowest strike ( maximum pain). Has anyone got a reason to expect a rally tomorrow? JMO...Jerome

To: Kirk © who wrote (18988)	5/19/2006 8:13:10 AM
From: robert b furman	Respond to of 25522

HI Kirk, My buy finger is getting an Intel itch. getting really close. When the world realizes that Intel is about to transition to dual rate Dram and built in 3G wireless in every microprocessor Intel spits out - AMD will still look good in high end servers and look several billion and generations behind in where the big market is - PC microprocessors. I do believe that this upgrade has been delayed by Microsofts Vista delay and that has to a degree put a wrench in Intels transition and next generation dominance. JMHO Bob