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To: Joey Smith who wrote (59955)7/13/1998 11:09:00 PM
From: Time Traveler  Read Replies (1) | Respond to of 186894
 
>>"semis will rally the next 2 months"<<

Drew Peck also said after this magic 2-month time frame the industry is going to see the worst ever. I am afraid he is still bashing Intel.

Time Traveler



To: Joey Smith who wrote (59955)7/14/1998 12:36:00 AM
From: Paul Engel  Respond to of 186894
 
Joey - Re: ".he knows Intel is going up!"

I hope he's right.

And I recall his comments from a week or so ago about Xeon being the only thing from keeping Intel's margins from going into the crapper.

Paul