SI
SI
discoversearch

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 (124919)9/27/2000 12:39:51 PM
From: Elmer  Read Replies (1) | Respond to of 1575489
 
Re: "Speaking of which, where do you Intel will end up after it stops dropping. I think today could be a dead cat bounce and it may continue to go down further.....however, breaking $40 might bring people back in. Any thoughts?"

Yes I have thoughts but you may not want to pay much attention to me now. I bought heavily into INTC @ ~$62 and ~$48 recently. The claim of softening demand in Europe caught me totally by surprise. I have also been adding to my AMD position.

EP



To: tejek who wrote (124919)9/27/2000 12:42:37 PM
From: boris_a  Read Replies (2) | Respond to of 1575489
 
Ted, I seriously expect another warning from Intel (Q4). The price for a 1GHz cpu is heading to < $300. Intel has almost no parts up there. P4 won't help near term. And Duron 800 is near. "Volume is our vaccine", tm Sanders. Call it "Dresden effect".

Watch those European OEM's jumping ship now. This is going to set up pressure. The big OEMs (Compaq, HP, Gateway, Fujitsu-Siemens) will crank out Giggys at nice X-mas prices.

Boris


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News