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 : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: 5dave22 who wrote (25004)1/16/2001 5:03:46 PM
From: Pravin KamdarRead Replies (3) | Respond to of 275872
 
Just saw Ashok Kumar on CNBC discussing Intel's results. THis is the first time that his comments have been inline with reality. He pointed out that Intel has high levels of inventory going into Q1 and that he expects the stock to go down to $26. It didn't sound like he is in love with Intel anymore. Or, at least, that the honeymoon is over (Barrett probably kicked him out of bed when he rolled over and saw Kumar's face in the morning).

Pravin.



To: 5dave22 who wrote (25004)1/16/2001 5:12:06 PM
From: TenchusatsuRead Replies (2) | Respond to of 275872
 
Dave, <Was the $7.5B just for the MPG, or for INTC overall? They seem to pretty interested in the MP3 market.>

Kind of a confusing question. I think the $7.5B is for all of manufacturing combined, from processors to chipsets to flash. I don't know how much of that counts as assembly and packaging (e.g. motherboards, AnyPoint, MP3 players, and other stuff that doesn't require sub-micron clean rooms).

Tenchusatsu


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