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

To: Tony Viola who wrote (125802)	1/22/2001 10:04:04 PM
From: The Duke of URL©	Respond to of 186894

zdnet.com AMD chips fuel new supercomputer The University of Delaware's new machine, purchased with a $500,000 NSF grant and dubbed 'Samson,' is expected to rank within the top 200 of the fastest supercomputers in the world. ----------------------------------------------------------- Using the new Samson Colosus, the State of Delaware is able to find out if your corporation is registered in the State in a little under 37 Minutes, 36, if no one is using the printer. ...The 128-processor computer is constructed from a series of nodes. Each node is like a standalone PC in that it has its own processor, memory and a high-end networking card. Communication between nodes is accomplished via a network and is directed by a host node. The twist is that the AMD-based supercomputers currently offer only one chip per node, ... _________________________________________________________ When asked by a ZDNews Reporter, why didn't you just sell the State 128 PCs with nic cards but no monitors, for $3,906 per PC?, a spokesman for AMD said, "Well, Duh" :))

To: Tony Viola who wrote (125802)	1/23/2001 1:36:56 AM
From: SisterMaryElephant	Read Replies (1) \| Respond to of 186894

Tony and All, Interesting quotes from article about TI's earnings release. thestreet.com "the news was still a bit of a surprise to analysts and investors who had expected TI to meet its numbers. Merrill Lynch analyst Joe Osha, for instance, put out a note Monday saying he didn't expect a miss, though he also said he saw no chance for an upside surprise." As I believe Joe and most analyst "models" amounts to nothing more than a guess, looks like he guessed wrong this time. "Wall Street has been skeptical about some competitors going through with their plans to actually increase spending this year" The competitors in the above quote are I believe Intel. "TI had been considered to be in a better position than chipmakers like Intel (INTC:Nasdaq - news) and Advanced Micro Devices (AMD:NYSE - news), both of which mainly make chips for PCs, a lousy market these days. Dell (DELL:Nasdaq - news), for instance, warned Monday that its earnings wouldn't be up to snuff in the fourth quarter ended Feb. 2. TI, meanwhile specializes in chips for cell phones and wireless applications, considered a stronger market. (TheStreet.com looked at this issue recently thestreet.com And it was this focus that was expected to make it easier for TI to get through these tough times in the chip market." Wall street was/is indeed skeptical of Intel. Of it's capital spending increase and it's "true" purpose. They were also skeptical of Q1 15% downside projection being Intel specific, versus economic related, as Intel stated. Well, Wall St and analysts like Drew Peck and Joe Osha must be getting a rude awakening to the fact that it may not be "the PC is dead", but that the "economy is dead", as evidenced by the non-PC related TI 10% downside projection. No doubt, they will find other excuses to dismiss this data point from TI and continue to spew out the "PC is dead" party line. SK