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


To: MythMan who wrote (42575)12/17/1997 7:34:00 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Pete, re: "I'm short mot, csco, ndx and mu. that should tell you where i think techs are going..<g>" Agree with your puts in MOT, MU I don't know, think you are crazy on CSCO and NDX.

re: "I think its slam dunk that intel growth has come to screeching halt." Is this based on fundamental analysis, general sentiment or MB opinion? If fundamental, with PC growth next year projected at somewhere between 15% and 20%, server and mobile growth higher, where are you getting the "slam dunk"?

re: "I'm covered with NDX. I could see 20% haircut from here easy." Pete, we are very close to the bottom, be carefull.

John