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 : 3DFX -- Ignore unavailable to you. Want to Upgrade?

To: Chip Anderson who wrote (4909)	6/30/1998 12:56:00 PM
From: Intel Trader	Read Replies (1) \| Respond to of 16960

Chip, think about it. Just a few weeks ago Kurlak was talking about things improving in semiconductor industry. Now he is bearish again. He used to have some clout, but I suspect that with what may be perceived as reversals in MLs positions so often, he may be losing credibility. Regards, it

To: Chip Anderson who wrote (4909)	6/30/1998 1:01:00 PM
From: Bob Howarth	Respond to of 16960

Every time INTC gets back to 75 Kurlack weighs in with his weighty world economic forcasts, as if he actually knew something about it. There is HUGE debate about whether Japan starts to recover this fall and Kurlack has no special knowledge about it (I am long Japan now). There is definitely no consensus opinion that Europe is slowing much. He may be right about USA (80 percent pcs bought by corporate and he may have good numbers on projected corporate spending). Banshee chip looks like it hits a real nice price point for 3'rd and 4'th quarter PC sales. TNT too expensive for lower end PCs.