Intel Corp (INTC)

[imho]

Chipguy,

Nice run up on SGI today.

I think people are starting to realize that the new CEO is a
no-nonsense, bottom line kind of guy ...

That, and perhaps, after digesting HP's report, the realization that SGI did not pick an albatross of a chip to pin its future on. People are finally starting to see the evidence mount in favor of Itanium. Looks like SUN/AMD's mantra of a "dead" Itanium is being slowly debunked.

http://biz.yahoo.com/bw/060217/20060217005196.html?.v=1

SGI was oversold and this maybe the spark to drive some sense into Wall Street. We will see what happens.

IMHO