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 34.07-1.9%12:33 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Joseph Pareti who wrote (55492)5/15/1998 8:25:00 AM
From: Mary Cluney  Read Replies (2) of 186894
 
Joseph, re:Tom Kurlak "more bullshit will come" There he goes again.

Tom Kurlak is using turmoil in SEA (Indonesia, India, Pakistan, et al) to reiterate negative comments concerning semiconductor industry.

Joe Kernan will elaborate on Kurlak comments later this morning on CNBC to further Kurlaks opportunistic and self serving objectives to drive semiconductor and specifically Intel prices down.

This in spite of Craig Barrett's recent comments that business will pick up 2d half this year. Let's hear what facts Kurlak uses to contradict what OEMs are telling Craig Barrett.

Kurlak claims increasing supply from Intel in the memory chip market will put pressure on prices and create a price war - and somehow do damage to Intel.

To believe this, you would have to believe that Intel management is stupid and Kurlak knows better.

I don't think so. Intel will maintain margins .

Mary

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