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


To: Tony Viola who wrote (73085)2/6/1999 5:14:00 PM
From: IVAN1  Respond to of 186894
 
From Friday's Wall street week:

2/5/99 evening: John Kim, President & Chief Investment Officer, Aeltus Investment Management, Inc. : ì [The recent slide] is an aberration. I like tech stocks a lot right now. We call this chip price war between Intel and AMD a war, but really its between Intel, a 210 billion dollar capitalized company (total worth of outstanding shares of the stock) versus AMD, a 2.5 billion dollar cap stock..Itís like me going one on one in basketball against Michael JordanÖIntel is off @14 points off its high last week and itís going to win the war. Intel enjoys a hiccup or two every year. So this is a good buying opportunity for Intel [INTC] in my perspective.



To: Tony Viola who wrote (73085)2/7/1999 1:35:00 PM
From: Barry Grossman  Read Replies (1) | Respond to of 186894
 
Tony,

Re: the speed aspect you mention is key. We're not talking classic textbook waveforms anymore at 500 MHz and up. Anybody designing up there better send some engineers to transmission line theory school

Since I'm sure that most here are not engineers, and I know that I don't know what you are really talking about here, would you help us out with a further explanation of what you are saying here?

Barry