Gorilla and King Portfolio Candidates 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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tony Viola who wrote (603)	3/1/1999 7:21:00 PM
From: LindyBill	Read Replies (2) of 54805

Good points, Tony, I am sure you are right on AMD's problems. No one can touch Intel on the high end, and I am not predicting their demise. I just think they will either lose the low end or get lower margins. I don't want to beat this to death, I made a lot of money on the company, and almost bought back in last month. I put it all in softy instead. Maybe I am predicting too big a market for the low end chips, I have not done any DD on this. My point is, pricing pressure at the low end is now there. Two years ago, it did not exist.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next