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: Charles R who wrote (106761)	4/19/2000 2:00:00 AM
From: tejek	Read Replies (1) \| Respond to of 1574683

P.S.: I am pretty sure Level One numbers are not what they should be. Broadcomm is kicking some serious butt. But, that goes on to show Intel has no clue what it is doing outside the microprocessor business and is losing focus on the core business with all these distractions. Chuck, This goes back to what I said last year; the day it was announced that Intel was buying Level One, Level One got a downgrade.....reason: products were becoming less competitive in the market place. Intel paid top dollar for less than state of the art products. The same thing was said about the DSP Comm. purchase. Intel shareholders expect these acquisitions to be accretive in a big way to Intel's bottom line.....unfortunately they may be disappointed. ted BTW did you catch what I posted earlier...about how Otellini said cpu shipments and ASP's were flat Q4 to Q1, and then he or Bryant contradicted that later when the ramping issue came up and said that Intel shipped more CPU's Q1 than anytime in its history. I guess than was more Intelspeak.