Seeking Alpha
  • Chines33
    Tech broadly continues to look like a no touch. INTC IBM look more like shorts here than longs. EMC AAPL only ones I like at these levels.
    5/31/12
    Reply (9)
    • Chines33: and EMC is pushing it...still waiting to put on full position but getting close.
      5/31/12
    • Energysystems: yeah, I honestly think INTC can go back to the 18-20 range. I'll add there anyway
      5/31/12
    • DAG1996: INTC: may i ask what your downside predictions are based on? and would you say the same for MSFT? i'm looking to add to long-term holdings.
      5/31/12
    • Energysystems: Just overall worldwide economy. Worse Chinese PMIR in 28 months. Europe in recession. Brazil/Australia/South Korea all slowing....
      5/31/12
    • Energysystems: I think INTC has run up on fundamentals, but I don't think it'd be a suprise for it to regress to it's "historical" price range.
      5/31/12
    • Chines33: MFST 28 ish INTC needs to hold 24 or else likely going to 18-20. Would rather just own AAPL cheaper by far than both.
      5/31/12
    • DAG1996: ok, thank you both. fundamentals are strong, but they do derive a lot of revenue outside the US so it makes sense they may sink more.
      5/31/12
    • Energysystems: I'm still holding onto the aapl I bought when the ipad was announced. Got in just under 200. Have no reason to sell anytime soon.
      5/31/12
    • DAG1996: i'd hold AAPL too but don't own any and, at this point, just not willing to sink enough cash into any one holding to buy a worthwhile number
      6/1/12