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To: orkrious who wrote (238423)4/30/2003 6:17:48 PM
From: orkrious  Read Replies (2) | Respond to of 436258
 
from fleck tonight:

Intel Megahertz So Bad: To more clearly demonstrate the problem that technology is up against -- the fact that the new and improved horsepower for lots of these products doesn't necessarily drive demand -- I would like to share an email from a regular reader who happens to work at none other than Intel (INTC:Nasdaq) . Adding to the comments from our IT emailer, he reveals that the company that extols the virtues of increased horsepower to the marketplace doesn't actually pony up the money for that at its own place:

"I would add, anecdotally, that here at INTC, the company who wants everyone and their uncle to upgrade their whole fleet of computers at least once every three years (preferably more often, thank you), we (more than just little old me) cannot get laptop upgrades. Period. I got a lovely IBM ThinkPad, circa 1998, with a 450-MHz P3 processor. I am lucky, as there are several guys who still have 366-Mhz machines.

"I guess this would be cool if I was some [guy] in the warehouse filling orders, but I am an engineer working on the next gen. processor due out in, say, six months. So, if this profitable behemoth will not fork over ~$2K/head for their engineers on 'one generation ahead' products, why does everyone think there is going to be a mad rush for other less well-heeled co.'s to upgrade?" I guess that should be filed in the "Watch what they do, not what say" department.

Of Disguise and Demise: Turning to the closing-caveat department, I expected there would be a war-related rally and a relief rally, and that much of what I expected to be said is being said. I would like to warn people once again that this is just a rally in a bear market. Though it can continue for a while longer, its ultimate demise is not in question. Folks who are participating in the rally are certainly playing with fire, because this is all going to end in a debacle.



To: orkrious who wrote (238423)4/30/2003 7:51:39 PM
From: Lucretius  Read Replies (1) | Respond to of 436258
 
no f*cking way -g-