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To: LK2 who wrote (2666)3/5/1998 1:47:00 AM
From: Pierre-X  Respond to of 9256
 
Re: Falling dominoes

...Intel Corp. stunned Wall Street...
Who's stunned? Are you stunned? I certainly ain't.

''What a disaster,'' said Ashok Kumar . ''There was a 2.5 million unit shortfall in CPU shipments (in the quarter).''
Well, well. I suspect aggressive accounting in the past few quarters is catching up to them now.

''The bottom line is the sub-$1,000 growth continues to put pressure on Intel's pricing models,'' said Rob Chaplinsky, a Hambrecht & Quist analyst.
Gee, what a profound revelation!

...AMD . also issued an earnings warning...
AMD is unstoppable. What a great, great company. No wonder they're number one.


God bless,
PX