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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: GVTucker who wrote (182872)	12/9/2005 1:58:46 PM
From: etchmeister	Read Replies (1) \| Respond to of 186894

At least we have Digitimes - there was some data on chipset shipments a couple days ago. Intel shipments actually dropped - perhaps they had to switch over to NOR flash. I don't know whether flash and chipsets lines can switch back and forth. But for sure (IMHO) another segment within Intel must have benefited from decline in chipsets. If suddenly NOR is firming up Intel can not piss off NOR customers and say sorry we are busy with chipsets because they would look at other suppliers in future. Intel is really in a pickle - they tried to please the financial community by keeping capex as low as possible and now several quarters later we have a problem. But Intel seems to get bashed no matter what they do. Here's the link - you might want to save the page because DT keeps stories only for a few days. digitimes.com