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.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Jay who wrote (49520)3/4/1998 11:15:00 PM
From: Barry A. Watzman  Read Replies (1) | Respond to of 186894
 
>re: Intel restructuring (downsizing)

If I believed that this was a long-term situation, I would probably agree with you, but even if it's long term on the PC side, Merced is less than a year from shipping. And the jury is still very much out even about the PC side, this could still prove to be part of the transient channel shift from build to stock to build to order.

So, I think it is at least a couple of quarters premature to suggest any fundamental downsizing of Intel.