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.
Pastimes : Clown-Free Zone... sorry, no clowns allowed
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: oldirtybastard who wrote (98093)4/26/2001 12:35:47 PM
From: Earlie  Read Replies (1) of 436258
 
ODB:

I'll happily take the other side of the bet with respect to all three of the points they made. They'll spend all of that $7.5 B on cap ex? Sure.... especially when the demand for their current crop of micros is staring into a soggy demand environment and getting hosed by those superior chips emanating from AMD.

Customers getting their inventories down? What an enormous joke. Say what? Too bad someone didn't point out the closing plants and lay-offs at the boxmakers.

Did anyone notice lengthening noses at the conference? (g)

Best, Earlie
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News