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Pastimes : The Naked Truth - Big Kahuna a Myth
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To: accountclosed who wrote (30332)4/5/1999 5:08:00 PM
From: RealMuLan  Read Replies (2) of 86076
 
FWIW, Just this morning, an analyst on CNBC said that stay away from PC and Semi stocks because even though the unit sale is ok, the pc price is in a free fall. This will squeeze the margin of pc makers, who will, in return, demand chip makers to reduce the price. This fits the story of INTC reduce the PII and PIII price, because they do not have any other choice.
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