Tony - <PB, re CNBC, I just caught a Nasdaq wrapup by the Nasdaq guy, whatever his name is. He said Drew Peck made comments that Intel and some others, Altera mentioned for sure, would not fully recover from effects of the Taiwan earthquake for one to two months. With Intel, they talked motherboards. Altera is fabless, I guess, and relies on the Taiwan foundries to make their chips.>
Thank you very much for the report.
<The other hammer today was Ballmer of Microsoft saying tech stocks were overpriced. Thanks, Steve.>
What? Why would he do this? Oh yeah, MSFT isn't a tech stock. (?)
<Back to Intel, I guess we'll hear it all unwind about mobos, and also chipsets as Paul pointed out.>
Tony, and more so to SI at large. Although I work for Intel, I am just as much in the dark as anybody regarding all the MB and chipset issues that are currently circulating. Please don't look to me for insights that are worth a damn. :-).
PB
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