Silicon Investor (SI) -- The First Internet Community

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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (88745)	9/23/1999 4:30:00 PM
From: Process Boy	Read Replies (2) \| Respond to of 186894

Tony - <PB, re CNBC, I just caught a Nasdaq wrapup by the Nasdaq guy, whatever his name is. He said Drew Peck made comments that Intel and some others, Altera mentioned for sure, would not fully recover from effects of the Taiwan earthquake for one to two months. With Intel, they talked motherboards. Altera is fabless, I guess, and relies on the Taiwan foundries to make their chips.> Thank you very much for the report. <The other hammer today was Ballmer of Microsoft saying tech stocks were overpriced. Thanks, Steve.> What? Why would he do this? Oh yeah, MSFT isn't a tech stock. (?) <Back to Intel, I guess we'll hear it all unwind about mobos, and also chipsets as Paul pointed out.> Tony, and more so to SI at large. Although I work for Intel, I am just as much in the dark as anybody regarding all the MB and chipset issues that are currently circulating. Please don't look to me for insights that are worth a damn. :-). PB

To: Tony Viola who wrote (88745)	9/23/1999 5:10:00 PM
From: Ibexx	Respond to of 186894

Re. Impact of Earthquake The following article is lifted from the PMCS thread, courtesy of "charliex". Not sure about the source nor the accuracy of information, however. Message 11344001 Ibexx [edit] PS: I am guessing that WDR stands for Warburg Dillon Read, a leading Canadian brokerage house.

To: Tony Viola who wrote (88745)	9/23/1999 5:27:00 PM
From: Ibexx	Read Replies (1) \| Respond to of 186894

Tony and thread, Re. Steve Ballmer Steve has never been accused of being nice. Apparently, kindness and sensitivity are not among his problems. Ibexx

To: Tony Viola who wrote (88745)	9/23/1999 10:59:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Tony - Re: "He said Drew Peck made comments that Intel and some others, Altera mentioned for sure, would not fully recover from effects of the Taiwan earthquake for one to two months. With Intel, they talked motherboards. Altera is fabless, I guess, and relies on the Taiwan foundries to make their chips. " Drew Peck has demonstrated once again that he is a blithering IDIOT ! Altera has TWO US distributors - each of which maintain a THREE MONTH INVENTORY of Altera Programmable ICs. Altera itself maintains an IN HOUSE INVENTORY of TWO MONTHS worth of products ! At that rate, Altera would not feel ANY IMPACT until the FIRST quarter of next year - at worst ! And that gives Altera enough time to INCREASE incoming orders - over the next 4 months - to prevent even that much of a hiccup. Further, Altera receives a significant per centage of their production from a Wafer fab in Camus, Washington, jointly OWNED by Altera and TSMC - which was 8.000 or 9,000 miles AWAY from the Taiwan Earthquake ! Drew Peck's analysis is shabby, shallow, and mostly WRONG ! Paul