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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: James Yu who wrote (26673)	12/12/1997 11:33:00 AM
From: Kashish King	Read Replies (2) \| Respond to of 1572556

So 18% of INTC sales come from Asia to stuff boards that end up elsewhere and given that Asian sales are still growing, althought slower, that changes nothing. Even a whopping 30% decline in Asian orders (again, it's currently growing but at a slower pace, it isnt' declining even a fraction of one percent) then INTC sales would drop by maybe 5% in that area. This reminds me of doom and gloom stories swirling about CSCO when it was trading at $48 and the subsequent launch of the stock into the high $80s. BTW, INTC has to buy shares, too, and they have the same motivation as CSCO does for talking it down from time to time -- knowing that it's a temporary buying opportunity for them that will have zero impact in the long run.