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To: pater tenebrarum who wrote (12971)8/22/2000 6:10:36 PM
From: Archie Meeties  Read Replies (4) | Respond to of 436258
 
Did you see the API numbers? What a disaster.



To: pater tenebrarum who wrote (12971)8/22/2000 6:13:00 PM
From: chic_hearne  Read Replies (1) | Respond to of 436258
 
Re: ...i'm sure that won't matter to the stock though...

heinz, it depends on whether or not the ANALysts are intelligent enough to figure this out. Intel has a bunch of mega-fabs opening up in the near future and there is fear of overcapicity. A P4 of this size means even with the new fabs, they won't be outputting too many more processors.

it's anyway a hedge fund now, with a little chip business on the side.

Not for long. Less than $.60 of unrealized gains left. Then what?