InvestorsHub Logo
icon url

greg s

09/25/02 12:15 PM

#875 RE: spokeshave #874

Hi spokeshave,

I would be hard pressed to find any "winners" in the semiconductor market at this point in time with a short-term horizon. For the long-term, I do believe that Intel is positioned to be one of the winners.

greg

Intel board - #board-369
Grateful Dead board - #board-1329
icon url

wbmw

09/25/02 12:22 PM

#877 RE: spokeshave #874

Good point.

I guess the phrase should have been "losers hate losers that lose less". <G>

wbmw
icon url

Elmer Phud

09/25/02 1:10 PM

#883 RE: spokeshave #874

I guess it depends on how you define winners and losers. I find it very difficult to support the position that Intel is a winner right now.

From a shareprice point of view, I guess everybody is a loser right now. From a technology perspective, I have been following this industry for 20 years and I have never seen a company this far ahead of everybody else, technology wise. That's how I am defining "winner".

EP