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Re: SemiconEng post# 21513

Friday, 12/26/2003 7:30:05 AM

Friday, December 26, 2003 7:30:05 AM

Post# of 98354
Semi, I think noone should be long-term investor in anything. Good investor should take money and run when time comes. The AMD-Intel competition is naturally cyclical, so AMD will prevail from time to time and frirt with bankruptcy in other times.

Noone should be 100% long Intel either. Current price is only 40% of 2000 max. God investor was out at $70 and in at $20.

When this semiconductor cycle ends (in 2005?) we all should sell both AMD and Intel and repay the mortgage.

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