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.

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

To: FJB who wrote (85537)	1/6/2000 11:45:00 AM
From: Pravin Kamdar	Respond to of 1572746

Bob, Thanks for the link. Nice to see that you are still around. Pravin.

To: FJB who wrote (85537)	1/6/2000 11:49:00 AM
From: niceguy767	Respond to of 1572746

Hi Robert: There appears to be a problem in volumes recorded by SI freerealtime quotes. According to freerealtime quotes when approached outside of the SI umbrella, a volume of 3.15 million shares is currently showing...My guess is that the 3.15 million is the accurate volume number. Can't help noticing GTW is trading close to $60 with quarterly earnings estimated at $0.42...Wonder where AMD will trade when its 99Q4 earnings are posted on January 19?

To: FJB who wrote (85537)	1/6/2000 12:05:00 PM
From: Charles R	Respond to of 1572746

<Gateway blames Intel processor shortage for missed earnings ebnonline.com > Man, that was a telling peice. AMD is on track for a record Q1.

To: FJB who wrote (85537)	1/6/2000 12:32:00 PM
From: greg nus	Respond to of 1572746

Bob, Gateway Bashes Intel. It's very rare for a big company to get bashed by a small company. the guys at Intel must be red in the face after reading about this. I think there is more to this story. In a recent televised interview on PBS Nightly Business Report with Paul Kangas, Andy Grove stated that hi-tech advancements and the internet phenomina were happening at a pace so rapidly that it was beyond Intel's capability to keep pace with knowledge progress. He said Intel's stratedgy was to invest in companies outside Intel as a way to learn. Having had time to reflect on the interview it left me with several changed perceptions about Intel. First Grove no longer seems to have full control. For the first time he appeared humble, rather than his arrigant. Second that the future spere of influence was now occuring outside of Intel, not inside as before. Given some of Intels stated problems in it's core business CPU's, it invokes the question. Has Intels top managment been distracted away from sticking to the nitting? Or have today's Business demands caused top managment to sucume to the Peter Principle were the Moore, Grove and Barrett have after a great ride have hit their level of incompetance. Or is Intel merly distracted by the abundance of opertunity offered by recent Intel annoucements involving Intel in high speed modems, and hand held computing devices.

To: FJB who wrote (85537)	1/6/2000 2:00:00 PM
From: Petz	Read Replies (2) \| Respond to of 1572746

Thread, how do we interpret this remark: "A source at another OEM confirmed the supply issue, noting that Intel had been persuaded to sell the company 500-MHz Pentium IIIs at 450-MHz prices to keep production lines moving." found in ebnonline.com Is it the "other OEM" that got the bargain 500 MHz P-III's? If so, that'll piss off Gateway even more! 500 MHz P-III's are one of the chips Gateway couldn't get their hands on, and Intel sold them to another OEM at bargain prices. Incredible! Petz