INTC, TXN, AMD or CRUS - WHAT should I buy?

STOCKTALK

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Technology Stocks
INTC, TXN, AMD or CRUS - WHAT should I buy?

An SI Board Since November 1995

Posts	SubjectMarks	Bans
31	0	0

Emcee: FruJu	Type: Unmoderated

Introduction Compact

I've just cashed in on a great ride on CSCO over the past year, and
think that the chip stocks are where I want to invest now.

What are people's opinions on where the money should go.

To me, INTC looks like the sure long term bet. But CRUS may be a
better short term play. Then again, TXN and AMD both seem to be undervalued
right now.

Any comments?

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
31	Silicon Investor (guru)sez: amd This stock is a HOLD (euphemism for a SELL	James Parker	-	1/10/1997
30	DMD as I understand it will in no way compete with flat screen technology. It i	Mark Orsi	-	9/3/1996
29	Cliff; How will this DMD technology compare to the current available hybrid of	VINCENT ST.JOHN	-	8/23/1996
28	I agree TXN is the sleeper. They are well diversified. But their ace in the ho	Sleeperz	-	8/23/1996
27	CRUS is run by S3 wanna bees. Their chips are always 2 to 3 generations behind	VINCENT ST.JOHN	-	8/23/1996
26	Check out SIPX, it's starting to heat up and you might want to join in.	desert fox	-	7/1/1996
25	Carl-First turn off the CAPS then try Market Guide at: marketguide.com Gerry	Gerald L. Kerr	-	6/30/1996
24	Check out Sipex Corporation! Then invest for the LT/ST	desert fox	-	6/28/1996
23	HELP PLEASE!!!!!!!!!!!!!!!!!!!!!!!!!! DOES ANYONE KNOW OF A SOURCE ON THE INTER	carl a. mehr	-	6/27/1996
22	Sal, it's not obvious to me that people will have to spend a lot more for a	FruJu	-	11/21/1995
21	Sal, I am comfortable with buying INTC @ $64. I may buy more if it is still lo	FruJu	-	11/21/1995
20	Yes, as of right now, Macs are better than PCs, but I will bet my holdings of I	damniseedemons	-	11/21/1995
19	I agree with you Joan - Macs are much better than Windows 95 let alone the old	Lloyd Davies	-	11/20/1995
18	Evan I have owned apple computers since the Lisa. There is a difference in whe	Joan Osland Graffius	-	11/20/1995
17	I have two words of advice for you. 1) You should have waited for the semis t	damniseedemons	-	11/20/1995
16	It is .05%. check out this site: wsj.com Get a free subscription to the wall	Dave	-	11/20/1995
15	Is that true? .05% not 5%? Could not be that small, could it? Only Compaq's	AK2004	-	11/20/1995
14	I interpreted to be 486 style system boards. The institutional holdings of AMD	Dave	-	11/20/1995
13	Do you know what are the institutional holdings of AMD? As far as as K5, I di	AK2004	-	11/20/1995
12	AMD's K5 is meant to upgrade computer's with a 486 style motherboard to	Dave	-	11/20/1995
11	Thanks Joan, I bought in INTC at $64. Being in the computer chip world myself,	FruJu	-	11/20/1995
10	Evan No one knows how low these stocks can go. The only one that looks to me,	Joan Osland Graffius	-	11/19/1995
9	I am with you Dave. I think that AMD is a better buy. The deal is not finalised	AK2004	-	11/19/1995
8	The merger with Nexgen solves that. Nexgen has a 586 class chip that outperms	Dave	-	11/16/1995
7	I would say that betting on AMD against INTC is very risky. INTC has been aggr	MSPutnam	-	11/16/1995

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