To: James F. Hopkins who wrote (27950 ) 7/6/1998 7:46:00 PM From: Dale J. Respond to of 33344
Jim,I think at this price she at least an accumulate, and that's what I'm now doing. Well, you know what they say, buy low sell high. Well I hope you are getting as low as it goes. Good Luck.INTC don't want to kill Cyrix that opens the door for RISC type chips. Well the RISC chips definitely seem to be a problem. I don't have the chip knowledge like yourself, Steve Porter, Yousef, Elmer, Jim, Paul and the many other knowledgeable members that post. Believe it or not, when I'm not out inciting a riot or causing trouble on these threads I pay attention to what they are arguing about. But it seems the RISC chips can more easily be manufactured and there are many more players such as Hitachi and the other large Japanese and Korean conglomerates. Windows CE is going to be a potential problem for Intel and NSM. Intel has StrongArm so they might be able to put up a fight. But either way Windows CE is a problem that I hope Intel is looking at.On top of that the big players own all three stocks, AMD, NSM , and INTC..they do a parlay or asset allocation, were they balance out at times based on how the stock price diverges. ( ratio wise ). Just watch the internals of the SOXX..funds own every stock in it. Some of them also play the SOX options, and know how to move the sox up or down by buying or selling the thinner traded stocks. THE SOXX is not market cap weighted. Yes Jim, I am keenly aware of the shenanigans on the Street. As a case in point, Ben Antanaitis sent me a message the weekend before June expiration. He predicted Kurlak would talk favorable about the semis. I replied Ben you are out of your tree. But he told me to take a look at his options chart and he explained why Intel and the SOX might need a boost. Well sure enough Kurlak came out of his cave two days later, just before expiration and said hey guys things aren't that bad, if you are a long-term investor you may want to look at Intel. Yada, yada, yada... Well sure enough the SOX rose 4%. Now Kurlak can say anything he wants. There is nothing illegal, but it is up to the investor to realize that at times there is a conscious effort at market manipulation. Legal manipulation that is. We all know the brokerage firms (like any investor) would like to move the market in a direction favorable to their holdings. What do you think of the Smith Barney recomending MOT and it spiking up, just before this came out. I don't know about MOT, but I am firm believer that the big time analyst have their own interest at heart, and if you are not a paying customer, then you are not part of that interest at heart. One thing that bothers me is that analysts all too often get material information before the rest of us. This in spite of SEC rules that clearly prohibit companies from releasing any material information "information that could affect the stock price" to analysts or large shareholders. Everyone is to get material information at the same time. And the internet is medium that makes it possible. All to often a stock goes into a rapid descent before a negative announcement. Well you don't have to be Albert Einstein to figure out what happened. I will say MSFT and INTC have been very fair in dispensing information. But some of these stocks are terrible and investors should fight back. Dale