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DewDiligence

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DewDiligence

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Re: usuck ani knowit post# 3144

Thursday, 12/19/2002 9:33:30 PM

Thursday, December 19, 2002 9:33:30 PM

Post# of 151694
Gross margins which are low by historical standards are already “priced in” to INTC’s stock now. For INTC to be a great short from its current level, industry-wide semiconductor volumes must remain flattish (or worse) for an extended period – in other words a protracted Semiconductor Nuclear Winter as predicted by Hseitz (ka-ching).

I thought about shorting INTC not too long ago but decided to pass. FWIW. Dew


“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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