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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (75946)10/19/1999 12:29:00 PM
From: Charles R  Read Replies (1) of 1572384
 
<If that's true Niles must have a mole inside DELL>

I am sure he has his sources but I think he is pretty sharp in piecing together data to comeup with good analysis unlike, say, Osha or Kumar.

<Pretty obvious he doesn't have one inside Intel though. >

Why do you say that? He has been remarkably accurate except for the last quarter (even there he was better than some of his more optimistic peers).
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