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


To: Charles R who wrote (79736)11/12/1999 12:45:00 PM
From: Cirruslvr  Respond to of 1575396
 
Chuck - RE: "I agree with this statement in general but not sure I would apply the "reasonable head" definition to Osha - at least in the context of analysts."

Speaking of analysts, CNBC just said Boucher from Bear Sterns said not to bet against Intel, especially if you are using AMD as a measuring stick.

And Wu from some firm told CNBC something like you might as well also worry about an earthquake in Santa Clara.

"This guy was calling for Intel ASPs to go higher last quarter. I don't know if you had a chance to look at his last 3 or 4 Intel reports - it will be hard to find a finer comedy."

His Price/Performance claim today wasn't accurate. I haven't read his previous Intel reports, but I'll take your word.