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 Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (38478)	10/18/2000 6:50:31 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 70976

I was refering to Intel's comments about their own shipments in Q4 which was predicted 4%~8% growth. This is considerably lower than what's normal for them. As for IDC, who knows when they will get to update their numbers. May be all the data points they need is unavailable because the companies are still evaluating the situation. That doesn't mean the situation hasn't changed. Like Brian says, not all chip companies are created equal. Agreed. So all I know so far is that speciality chips are doing well. Aside from buying them, are there any related themes to play on?