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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Lymond who wrote (80896)	5/18/2000 5:57:00 PM
From: Earlie	Read Replies (3) \| Respond to of 132070

John: Intel is in serious trouble on several fronts, but as was noted by MB, it has been able to cover up some of the deterioration through the sale of dot coms, etc. The main problems are: Lousy yields The Athlon is simply a better micro than anything that Intel currently can produce in quantity. The PC market is in Nuclear Winter and PCs soak up most of Intel's production. The SEC wants accounting cleaned up by June (chorkle, chorkle). The Rambus ploy (an attempt to regain a monopoly of sorts) is in the process of blowing up. Some of their tricky (see earlier comments for details as to why and what) moboards are junk and will cost Intel in more ways than one. I'm not there yet, but will start to whack it in the very near term. It isn't going to remain a "darling stock" for much longer. It has been the recipient of considerable dough fleeing lesser tech explosions, but the problems at INTC are slowly but surely oozing out into the open, so it too will blow. Can hardly wait. (g0 Best, Earlie