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Politics : Idea Of The Day
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To: Peace who wrote (33394)9/21/2000 7:36:48 PM
From: Peace   of 50167
 
Analyst have already started spinning the stories - Here's one

Sudeep Balain, an analyst at Chase H&Q, said Intel's projected shortfall is specific to Intel and not an indication of overall PC demand.

Balain pointed to comments by Michael Dell, Dell Computer Corp.'s (DELL) chief executive, that computer demand is "healthy" for the third and fourth quarters.

"There is no question Intel is losing market share and is getting pressure from AMD," Balain said. The analyst said that weak demand in Europe can account for some of the shortfall, but isn't the sole reason for the warning.
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