Saturday, January 17, 2004 10:38:01 AM
Hmm.
Well. I guess you are allright with a longterm Intel-investment. So if thats your investment style, I dont see any reason to change anything - completely in line with the Analysts you have faith in.
Short term, you might consider that Andy Bryant (which you would agree is as conservative as Craig) sold the majority of his own Intel-position a while ago. And you might consider that common consensus is that we are right at the beginning of a tech-growth-cycle, which is usually the time for an upgrade of tech-stocks.
K.
p.s: ...institutional driven investors....
You put that one nicely. Now, think about what it really means.
Facts are irrelevant to the emotional brain
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