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: AK2004 who wrote (150407)11/29/2001 4:39:56 PM
From: Road Walker  Respond to of 186894
 
Albert,

re: I wonder why there are so much disagreement among the industry leaders like intel and ibm and such, each is far more qualified than me as well.

They make different products for different end uses. Market share changes. Lots of facts that you are not a party to change projections.

re: How come it was clear to everyone but Intel that Rambus may not be the way to salvation.

What does that have to do with capacity/demand? Are you trying to change the subject? I think the point has been made, but if you feel the need to beat the Rambus drum for the 10,000 time, go for it.

re: <edited> and while we are on the subject, how come there are such things as recessions and over-production at all

Because people are sometimes wrong. As I said before, projecting demand is the Achillies' heel of the industry. It's guessing the market with huge investments 18 months to 2 years ahead of the fact. You think Intel is wrong. I wonder how many expert people Intel has devoted, minimum 40 hours a week, trying to project demand?

I'll take their guess, you can have yours.

John