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 : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Yogi - Paul who wrote (2221)	1/12/1998 9:21:00 PM
From: Pierre-X	Read Replies (2) \| Respond to of 9256

Re: Abby Vs. Pierre-X Intel: 1. Has cut their CPU pricing at the fastest rate in a decade, and plans to continue at an alarming rate. 2. Massive inventories of mobile CPUs. 3. Falling ASPs from shifting PC demand elasticities. 4. Loss of market share to AMD, CYRX, and IBM. 5. Facing a reinvigorated AAPL. 6. Considering abandoning Slot One -- a MAJOR black eye. 7. Recent major reorganization of business, creating several new divisions. I don't think the unexpectedly strong sales of Intel Bunnymen(TM) dolls this past holiday season is going to be enough to offset some of these detracting factors. <ggGG> PX P.S. I'm one of the biggest INTC bulls there is -- my largest holding. But the situation honestly looks grim, short term.