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Technology Stocks : AMD:News, Press Releases and Information Only!
AMD 236.73-6.1%Jan 30 9:30 AM EST

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To: Brian Hutcheson who wrote (3478)1/6/1998 12:05:00 AM
From: Investor A  Read Replies (2) of 6843
 
Brian,

If this is not the oversupply of x86 CPU, then, what is it?

Intel (INTC) is facing cancellation of notebook PC
processor orders, boding ill for processor sales in
this segment.

Intel has an inventory of about 3 million in unsold
processors, due to "massive cancellations of
notebook chips," according to Ashok Kumar,


Thus, the technology loser, like Intel, would have the most to lose with little to gain.

If a company could "only" play the game to enlarge/eliminate the L2 cache on their processors to adjust $10 cost, would you agree that this is a technology loser?
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