Random Musings of a Virgin Trader (was Dell Diary) Message Board

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Technology Stocks : Random Musings of a Virgin Trader (was Dell Diary)

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To: powershred who wrote ()	4/13/1999 11:53:00 PM
From: powershred	Read Replies (1) of 210

INTC reports AND..... They beat estimates by .02 cents...so much for weaknes...as usual, INTC guides for seasonal adjustments saying next qtr is gonna be flat or lower... Message 8898461 ANALysts on DELL: Message 8895099 thanks to the posters.... So...the direct story becomes clearer... AMD drains money selling cheap chips to CPQ (for one)and CPQ still could not compete...Meanwhile..INTC continues to make money despite the price war with AMD...duh..wonder if DELL will? Now that the PIIIs are out...what will happen with the old inventory CPQ has?

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