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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (33782)	7/1/1998 7:39:00 AM
From: John Goldthorp	Read Replies (1) \| Respond to of 1571901

Thanks for the great post, Paul Yes, I did mean Kurlak. I think you're comments on DRAM are right on. I read in the WSJ the other day that Fujitsu was converting some of their DRAM facilities to specialty memory (graphics, etc.). This, I think, probably underscores the severity of the decline. Kurlak had earlier predicted a major slowdown (flat sales) for the microprocessor segment, and layoffs, reduced profits for Intel. As far as I know, the layoff part has not happened. I agree with you that products like the Xeon give Intel a chance -- they could take sales otherwise "belonging" to the workstation market. Probably final demand for PC's will tell the story in the end though. Predicting the unpredictable (at least in the short run) is tough. Thanks again. John