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: Tony Viola who wrote (114144)10/18/2000 12:42:03 AM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
Tony - Re: 'Peck called in and bitched about inventories. He wanted to know why Intel wanted to build them up some, when they're now about "in line with historical levels." Andy said they were just too thin'

Hey !!

All the AMDroids have been yapping that Intel had 2 or 3 million unsold Pentium IIIs in the past quarter.

Were these 'Droids completely wrong (probably) or is 2 or 3 million the "float" in process at any given time for their production levels ?

Paul



To: Tony Viola who wrote (114144)10/18/2000 9:54:45 PM
From: SisterMaryElephant  Read Replies (1) | Respond to of 186894
 
Tony,

Re "Joe, >Where is Peck with his 10th price war prediction?

Peck called in and bitched about inventories. He wanted to know why Intel wanted to build them up some, when they're now about "in line with historical levels." Andy said they were just too thin."

I just have to comment on Drew Peck, again. The man must be intelligent but he shows little common sense. First he is convinced there will be a price war, then he questions inventories? Doesn't he realize that the last thing you want to happen in a "price war" or any "war" for that matter, is run out of ammunition? Can you imagine this guy go into a real war; he would carry a six shooter and six bullets.

Oh well. JMHO.

SK