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: tejek who wrote (113062)	5/27/2000 9:38:00 PM
From: EricRR	Read Replies (1) \| Respond to of 1584288

The writing's on the wall, the floor, the windows. . . The strongest index was the Sox, aided by the prop jobs in Intel, Micron and Rambus. The disconnect there continues to be absolutely staggering, considering the information that's coming out. Today, EMachines (EEEE) apparently told analysts that the last two to three weeks' sales have really tapered off, and its inventory has now doubled. It's interesting to note that its CFO resigned today as well. Who here would let a friend make their next computer an Emachine? Emachines used to be the bargin PC master, but now the big names are effectively competing on price. Also ASP's for computers are going up, because people don't want Yugos. More importantly though, consumer spending in the US is going down- inventories up. This is good in my book. A fast slowdown in consumer spending is just what AG ordered. The more confidence AG has in his joystick, the the higher he's going to risk flying.