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To: K. M. Strickler who wrote (36851)4/7/1998 10:40:00 AM
From: SecularBull  Respond to of 176387
 
INTERESTING (forwarded to me):>>Intel's warning is particularly disturbing. The company says
it's not suffering from the Asia crisis because orders there are flat,
not declining, and it's not feeling the effect of any inventory buildup
among chip distributors. Nor does the problem stem from a shift to
sub-$1,000 PCs: Price-leader AMD (which should benefit from the low end)
is also suffering, and Dell (which should be hurt from a shift to the
low end) is booming. Lastly, Intel insists that its ramp-up of the
latest Pentium II generation is going fine. <<