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.

Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Sonki who wrote (18819)	7/5/1998 4:33:00 PM
From: Judy	Read Replies (1) \| Respond to of 50167

Sonki, there is no panic in semi land ... just analysts flip-flopping their opinions every two weeks. I said a month ago to let Kurlack say his piece when MU reports and when INTC reports. Notice he said it might be time to selectively buy semis when MU reported and pulled the rabbit out of the hat with the TXN deal; last week he said that the doom&gloom in semi land was not over yet. Give me a break ... fundamentals changed in two weeks? INTC should be trading range bound and resume growth when it rolls out the series of chips named after rivers ... Destchutes (version xx), Katmai, Merced. Celeron and Xeon are re-dos of the old Pentium architecture for the desktop market and these chips are bandaids for current revenues. Until the next generation of chips named after rivers comes out, INTC cannot launch into the enterprise market ... and that is where the big growth will be. Greg, thanks for telling me that Deschutes was a river. The series of new chips named after rivers, there is a significance to the series names. As chips with names entrenched in Greek roots ala Pentium were designed for the desktop, each series was designed and strategized for different markets