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 : Intel Corporation (INTC)
INTC 34.32-1.2%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jim Patterson who wrote (48906)2/26/1998 2:36:00 PM
From: Jon Klaus  Read Replies (1) of 186894
 
CPQ and AMD

>>Now FWIW, MO
CPQ cancled an order to INTC because AMD is experiencing increasing yields and CPQ is getting better supply of K6 chips. This is great for CPQ because CPQ is selling lots of K6 Presairos and their INTC machines are clogging up their Channel so they don't need to build a lot of them at the low end. I know, It's kinda thin.>>

Sounds plausible, especially given AMD was up 1 3/4 last I looked.
And if it is true, that doesn't mean I have to be happy about it.

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