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To: Paul Engel who wrote (65167)9/21/1998 1:50:00 AM
From: Elmer  Read Replies (1) | Respond to of 186894
 
Re: ""We placed a purchase order for Xeon chipsets over a month ago and they were due to arrive [last week], but my purchasing agent was informed we would only receive about 25 percent of what we ordered," said one OEM source who asked not to be identified."

So once again the question is "where is the problem"? Is it in the Xeon or the chipset?

EP



To: Paul Engel who wrote (65167)9/21/1998 11:29:00 AM
From: carl a. mehr  Read Replies (1) | Respond to of 186894
 
Intel Investors,
For what its worth, Jubak's picks just eliminated our competition.

investor.msn.com

The article says in part:
The top 15
For this last stage, I eliminated every company from my list with a price-to-book ratio above 2. (The average Standard & Poor's 500 stock has a price-to-book ratio of 4.) That brought the list down to 18 companies. And then, subjectively, I eliminated companies where I thought book value actually overstated the value of their assets. Here I threw out Advanced Micro Devices (AMD), Integrated Device Technology (IDTI), and National Semiconductor (NSM) because they operate in a part of the industry glutted with capacity.
Regards,
humble carl