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.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Dan Spillane who wrote (113236)10/12/2000 2:53:10 AM
From: Amy J  Read Replies (1) | Respond to of 186894
 
RE: "As far as anyone can tell, there is not much of a dip in semiconductor demand. On the contrary, in some areas, there are big shortages. But fear appears to be well-circulated, especially in October. "

Hi Dan,

I completely agree with you.

Some sectors are extremely strong.

But some other sector areas aren't. I think Paul's analysis on AMD is astute: Europe's business PC is weak.

Message 14563296

I haven't been following MS's rollouts in Europe. I'm wondering if the business sector is lagging, and why. Upgrades?

I think this is a great buying opportunity.

Regards,

Amy J