SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 233.49+4.5%2:36 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tony Viola who wrote (16213)10/28/2000 8:26:59 PM
From: tejekRead Replies (1) of 275872
 
If all your quoted author can do is latch onto an E-machines warning, and completely ignore Compaq's stellar quarter (and Gateway), it's obvious all he does is sift through the news looking for the bad stuff. I'm really surprised anyone would copy him onto any SI tech thread.

Tony,

I wouldn't scoff too hard....both CPQ and GTW said that business was best in the sectors other than desktop PCs. Fleckenstein is not the first to hint that business is not as robust in the PC sector as many had hoped.

If business is off only 5%, that could be enough for Intel to warn....and AMD too, if Sanders comments that Q4 was sold out were not true.

ted
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext