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Technology Stocks : Intel Corporation (INTC)
INTC 34.63-0.3%2:00 PM EST

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To: Tony Viola who wrote (101748)3/29/2000 11:51:00 AM
From: Tenchusatsu  Read Replies (1) of 186894
 
Tony, <Joey, what the heck is going on with the rumor mill about stocks? I just heard on KGO, the top radio station in the SF Bay Area, that the rumor about Intel losing a "a big Dell order" was false.>

Have you seen the AMD thread lately? Those guys were getting all excited over Bill Fleckenstein's rumor that Dell was going with AMD:

siliconinvestor.com

Things were very heavy for the most part in chip land with Intel leading the charge to the downside for once, as there were rumors that Dell had cancelled a chip order and was switching some orders to AMD. I can't confirm that is the case; it certainly wouldn't be surprising, but that doesn't explain why the equipment stocks were roughed up pretty mightily.

Tenchusatsu
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