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 : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?

To: Brian Hutcheson who wrote (3478)	1/6/1998 12:05:00 AM
From: Investor A	Read Replies (2) \| Respond to of 6843

Brian, If this is not the oversupply of x86 CPU, then, what is it? Intel (INTC) is facing cancellation of notebook PC processor orders, boding ill for processor sales in this segment. Intel has an inventory of about 3 million in unsold processors, due to "massive cancellations of notebook chips," according to Ashok Kumar, Thus, the technology loser, like Intel, would have the most to lose with little to gain. If a company could "only" play the game to enlarge/eliminate the L2 cache on their processors to adjust $10 cost, would you agree that this is a technology loser?

To: Brian Hutcheson who wrote (3478)	1/6/1998 12:27:00 AM
From: Buckwheat	Read Replies (1) \| Respond to of 6843

Brian and Fuchi,,, those excess notebook processors are probably 133s, 150s, and 166s. Many of the larger notebook makers have been offering "special pricing" on 133 and 150 MMX notebook processors for the past few months. Dell and Gateway have offered special pricing to GSA on these two models for the past two months. The glut might be a little closer to home than Asia. I don't suppose these are small enough to put into a new Timex DataLink watch, are they? :>) Buckwheat