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Politics : Formerly About Advanced Micro Devices
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To: DRBES who wrote (52158)3/9/1999 5:23:00 PM
From: kash johal   of 1581825
 
DRBES,

Re: why is Intel down,

I think Dell was downgraded.

Also, forecast for PC market is unit Growth of 14%.

But top line growth of 5% at best depending on how price wars go.

Bad news for box builders and Intel.

Stagnating market and margins under pressure.

Pretty ugly viewpoint IMHO.

Regards,

Kash
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