SI
SI
discoversearch

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: Mary Cluney who wrote (91708)11/4/1999 4:16:00 PM
From: Michael Bakunin  Respond to of 186894
 
I am no conspiracy theorist, and the phrase 'xmas lies' is not mine (I sign off lowercase). After my failed lotto-ticket earnings play on Intel (I was right on the earnings miss, wrong on the market's reaction), I have been out of Intel. With the current runup, I am again interested. I am trying to track down whether the company language has changed, or whether Joe Osha misread Andy Bryant. There have been rumors that .18mu is not ramping with demand; there have been others who say it is ramping beyond the most wildly optimistic projections. I'd like to figure out which is more likely before I trade. Your argument with me is long-term; we won't be able to settle whether Intel is worth in the long term what people are paying for it this year for several years. I'll be sure to check back then. <g> -mb