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To: AK2004 who wrote (49441)7/30/2001 10:21:24 PM
From: Paul EngelRead Replies (1) | Respond to of 275872
 
Re: " It seems the i845 chipset (Brookdale) is on allocation, "

AMDroid logic interpretation - POOR YIELDS !!!

Intellabee Interpretation - HUGE DEMAND !!



To: AK2004 who wrote (49441)7/31/2001 12:52:54 AM
From: Mani1Read Replies (2) | Respond to of 275872
 
Albert,

That was a pretty bullish report. Makes me wonder about holding on to my short position in INTC.

But all the argument points to reduction in the inventory (probably due to lower shipment by manufacturer), and NOT higher end demand. Economy is not getting better and now perhaps individuals are also joining the businesses and tightening their belts.

Mani

P.S. Yousef is now off the banned list, his 14 days is up


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