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To: Lucretius who wrote (497)5/29/1998 12:33:00 PM
From: Thean  Read Replies (3) | Respond to of 14427
 
LT - I'm more mo-mo than your slo-mo. Everything being equal, I think SEG has more percentage drop than INTC.



To: Lucretius who wrote (497)5/29/1998 2:28:00 PM
From: waverider  Read Replies (1) | Respond to of 14427
 
Concerning INTC. The word I'm getting from friends in the industry is that Intel is going to have some big problems getting rid of all the chips from their fab excess. There are opposing views of course, but with PC sales dropping and Asia continuing to have problems...Intel might be the optimum short. Look at all the semi related stocks. ATMI was downgraded today and dropped 5 points. They are into chip waste management among other things. If they are going to have problems, the rest of the industry isn't far behind.

<H>



To: Lucretius who wrote (497)5/29/1998 6:57:00 PM
From: NucTrader  Read Replies (1) | Respond to of 14427
 
>>Intel Corp.'s acknowledgment today that its first 64-bit processor, code-named Merced, will be delayed by approximately six months comes at a particularly inopportune time for the chip giant, which is bracing for a possible antitrust lawsuit from the Federal Trade Commission.<<



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