Formerly About Applied Materials Message Board

STOCKTALK

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.

Politics : Formerly About Applied Materials

AMAT 327.69

+1.7%

1:39 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (22715)	8/9/1998 6:19:00 PM
From: zsteve	Read Replies (1) of 70976

Brian, RE -- More on the INTC "shortage": It could be a great strategy of INTC -- they try to get back those lost shares of low end processors from AMD and NSM by increasing 'sub zero' parts, at same time temporarily decreasing hi end parts. or they try to help those big OEMs to get larger market shares from small basement pc builders by locating most high end parts available only to them. I don't see any pc prices going up her in Canada, actually the pc prices of CPQ, IBM, aser and nec are going down every week ( my 333mhz machine lost 1/3 value in 4 months). though the 'shortage' could be good news for INTC, it's not necessary good news for semi equipment co.s. some more food for think: pubs.cmpnet.com pubs.cmpnet.com pubs.cmpnet.com regards

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next