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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Ibexx who wrote (14081)	12/18/2001 12:09:58 AM
From: mishedlo	Respond to of 99280

Do you believe that? What a joke. I believe that as much as I blieved CIEN saying everyting was fine last spring. They were "different" saw no pullbacks in orders. If INTC can not keep up with demand then with all this excess capacity they simply are not trying. Also if demand is so great why are they slashing prices. Is AMD a threat. This is just spin, just like MU spins DRAM. If INTC had great sales, then one might think we would see a big spike in DRAM prices. MU is still losing $ hand over fist. The talk is all there and it is reflected in the price. That I will grant you. Right now it is all talk. Let's see what sales will be next quarter. Strange that INTC will not comment on that. M