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: Process Boy who wrote (96927)	1/20/2000 4:41:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

PB, Re: I knwo you didn't address this to me, and I don't really know up to the date market stats, but... Athlon prices are down. AMD indicates unsold inventory. PIII prices are pretty much steady. Intel indicates backlog to be cleared by the end of Q1. Now, I don't really know, but could it be that demand for PIII is good, and Athlon capacity is exceeding demand? Also, Intel serves markets that AMD doesn't service. Of course the bad news about this is AMD may have to start a price war to clear the decks. Yuck. Appreciate your take, as always. On Athlon, I thought it was the greatest thing since sliced bread, so how could it not be sold out? PIII backlog to be cleared by end of quarter: maybe it is the greatest thing since sliced bread? I blew it when someone asked my opinion on what INTC might do around AMD's quarter report. I said, with Niles in camp, nothing would touch it. Wrongo me, unless today was options expiration related. I know that Merrill Lynch was sniveling again today. Tony