SI
SI
discoversearch

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.
Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?


To: John Hunt who wrote (14616)3/4/1998 8:19:00 PM
From: Bonnie Bear  Read Replies (2) | Respond to of 18056
 
Not clear- but fear should be widespread. Micron? CPU? sorta sounds like unsold inventory buildup is showing up at the boxmakers. I haven't followed how Dell does his accounting but he could get hit hard. probably not IOM, they're aftermarket. I don't know who is going to AMD or Cy for CPUs, maybe these guys are finally making inroads into Intel's business.



To: John Hunt who wrote (14616)3/5/1998 6:05:00 AM
From: John Hunt  Read Replies (1) | Respond to of 18056
 
The Skeptical Investor - Issue No. 8. Early March 1998

chebucto.ns.ca

John