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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (32915)9/26/1998 1:23:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 132070
 
>>The billion dollars, if spent on expansion, works right into the bear case. Another
stupid move to add capacity to the glut. <<

mike, that is EXACTLY what intel wants. cheap dram = higher relative pc sales, all else being equal. more pc sales then i intc sells more processors.

i see intc as being very, very paranoid about pc demand right now. this seems awful desperate. will they invest in the disk drives, too?

i thought all was well in intc wonderland. ;-)