Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: Smart_Money who wrote (71863)	5/28/2002 5:37:28 AM
From: LTK007	Read Replies (2) \| Respond to of 99280

as pointed out by Steve post, these cuts are more drastic as in past. And the spin will be "it was expected" and ignoring just how sharp and drastic these cuts are, and at top end. Steve's post <<Re intel's price cuts: I know that these price cuts are a regular thing so not necessarily a bad sign. But... 1) Wasn't there a recent pump from a major analyst on the grounds that he thought this time round there would be no price cuts due to firming demand? 2) Price cuts in the past haven't normally been this radical and the biggest cuts used to be on the low end chips. This time the fastest desktop chip was cut by 29% and the fastest laptop chip by 45%. 3) Recent comments indicated that laptops were where the demand is. This action from Intel doesn't back that up - at least as far as the P4 goes. Probably some earnings lowering will result from these higher than expected cuts. But first we will probably see a load of "The cuts were expected" reports. >>