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

To: Return to Sender who wrote (88059)	2/23/2022 1:12:28 PM
From: Elroy	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 95521

INTC is still the company better equipped to withstand a real downturn. I don't know that either Intel or AMD would have any problem "surviving a downturn". In fact, since AMD doesn't need to invest in fabs, it is likely better equipped to withstand a downturn. In a"chip recession", Intel need to keep investing billions in fabs. AMD just needs to slow growth spending. And in tech, you don't want to invest in stocks that are good at withstanding downturns, you want to invest in stocks that have revenue growth above the average. That's the high level simple view, but it's correct. Almost all great tech investment grow revenues really really quickly. That's what you want in tech, not defensive characteristics. I think the only reason you would want to own Intel is if you believe they will gain share from competitors (I guess AMD and other adjacent product companies). If you haven't convinced yourself of that, there is no reason (that I know of) to own Intel. Why buy a company that will do just so so when there are loads and loads of tech stocks that will do great?