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

To: Sun Tzu who wrote (51646)	4/3/2011 4:26:23 PM
From: Return to Sender	2 Recommendations Read Replies (1) \| Respond to of 95526

Again, I agree, but I continue to recommend high beta stocks for investors to get the most bang for the buck with any future cycle. INTC is not a high beta stock. It will outperform in a market downturn due to its low beta and under perform when a recovery takes place. JMHO, RtS

To: Sun Tzu who wrote (51646)	4/4/2011 3:04:16 PM
From: Kirk ©	Read Replies (1) \| Respond to of 95526

"It matters whether or not your chip makers are positioned for the mobile platforms. Intel's for example is expected (by some) to be a dying platform because they've been unsuccessful in penetrating the mobile markets. It may take a long time for them to fall apart, the argument goes, but their best days is behind them." Sounds like what many said about IBM.... now it is a place people want to work, especially after Watson crushed the Jeopardy champs. Also, Intel is making the right moves and sometimes it is good to go slow so when you make a $2B investment in a fab, you build the right chips. I've seen some moves by Intel that indicates they could move towards offering their services as a US based Fab.... my thinking... this is for people who worry about the Chinese stealing their ideas.... I suspect buying Intel now under $20 will look as good in 10 or 20 years as my buying IBM for $11 back in 1993 when many were writing it off.