Sonny, >>>"Yes, I heard about T.K.'s new stance. It's almost unbelievable that,
despite T.K.'s change of heart, Intel was up a fraction in this
market. Time to buy more I guess when all this selling subsides."<<<
But you must know that Intel was up as high as 84 15/16 today, though, right? I told the guy in the office next door that watching the S&P 500, or Intel or almost anything the last half hour was like looking at an Olympic ski run from the side. Fortunately, like you, I didn't get any broken legs out of it.
I've heard Kurlak quoted both ways about Intel:
1. That the new Celerons wouldn't do much for them.
2. The opposite.
The new Celerons, BTW, are now to be out in August, according to today's local rag (San Jose Mercury News). Was 4Q, then Sept., now August. They are supposed to be AMD killers (if there's any life left in AMD). They will run at 300 and 333 MHz and have 128 KB of L2 cache built right into the same piece of Silicon as the CPU. And, they'll sell in the $150-180 range, I think. So, they should have the most bang for the buck available from any CPU chip on the market. One of the big pushes was to get them out in time for the school and holiday seasons, as well as do the RIP thing for AMD. Shouldn't wish that on anybody.
Another Xeon bug surfaced today, but Intel says they have a fix and the delay is still only to end July for the big servers to start shipping.
Finally, LSI came with decent earnings today (met consensus or minus a penny, depending on who you listen to). Maybe that sow's ear will turn into a silk purse. My wife did sell her Intuit, wishes she hadn't, but made a very nice profit in a short period of time. Can't complain.
Better still, the weather got sane here this week and my wife hasn't mentioned central air in at least four days!
Ciao,
Tony |
