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

To: yard_man who wrote (45433)	2/2/1999 4:01:00 PM
From: Peter Singleton	Read Replies (1) \| Respond to of 132070

tip, <<Gordon Casey, director of investor relations at Intel, told a NationsBanc Montgomery Securities technology conference. ''Certainly consumer demand for PCs remains very strong. We are on track.''>> From this, PC unit demand is strong, driven by a strong consumer market ... nothing on the business market, or on the processor mix, though. Peter dang it, I'm startin' to sound like Earlie! <g>

To: yard_man who wrote (45433)	2/2/1999 4:07:00 PM
From: Earlie	Read Replies (1) \| Respond to of 132070

Tippet: Note that his nibs said "consumer demand remains strong" Hmmm,.... - no comments about corporate sector - strong as in ??????? - guidance still negative due to "seasonal factors",....see earlier post that explores the remarkably short duration of this seasonality (g) If the current consumer demand is strong, heaven help us when it turns down. The gentleman may have uttered one of those same things that MU is reputed to have done. (g) Best, Earlie