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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Steve Porter who wrote (73160)	9/26/1999 8:53:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1584438

Steve, <Let's just say if there have been 2M cancelations, judging from what I have personally observed, it's not due to soft demand.> First of all, Niles is talking not about "soft" demand but "softer than expected demand." His current forecast, if my memory serves me right, is 28-29 Mu which represents a healthy unit growth for Intel. Secondly, when you accuse some one "needs to get his examined" for his opinion you should at least have to state what your alternative opinion is. IMHO, this dialog was a total waste of bandwidth. Chuck P.S.: I have no opinion one way or the other if Niles is right or wrong. I do not have sufficient information. If anyone has any useful information (as against speculation), I am all ears.

To: Steve Porter who wrote (73160)	9/26/1999 10:22:00 PM
From: tejek	Read Replies (1) \| Respond to of 1584438

Steve RE <<<As for Niles and his head, my theory is that he is a case of a messed up full frontal, and somehow escaped back in society.>>> The only analyst I would really listen to would be Kumor of Piper Jaffrey but I have to say Niles has been incredibly accurate in the past year....so either he is doing his homework or is on the 'in' with a lot of firms. OT Speaking of having your mind blown away, I saw "American Beauty" this weekend.....it was incredible and recommend it to all who have not seen it. Some of the best ensemble acting I have seen in a while. Don't worry, Steve, the sequel will be "Canadian Beauty" and they promise to have a small part for you!!! I think j. sanders is directing. ted