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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (73251)9/27/1999 2:26:00 PM
From: tejek  Read Replies (2) of 1577902
 
Chuck

RE <<<I am surprised by how blind the market has been to Intel's announcement today of 820 slippage.>>>

I'm not. I don't think anyone really believes that intc may be having real problems except may be for Niles. Look what happen last quarter; intc failed to make its numbers, failed to pre-announce but, based on better 2nd half comments, rallied anyways....you don't see that very often. Just as no one can believe that AMD may be pulling off a possible revival, no one can believe intc is screwing up big time.

And I still believe some bad news is coming down re cumine.

ted
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