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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (48927)	2/8/1999 1:01:00 PM
From: Kevin K. Spurway	Respond to of 1580393

Evidence that Erika Klauer doesn't know what she's talking about: ""I think the key is that the takeaway prices reveal that Intel is weighting the 400, and that production has been faster-than-expected," said Erika Klauer, analyst at BT Alex. Brown. "Demand is shifting to higher-speed processors and the price shifts reflect that," she added." cbs.marketwatch.com Well, we know it isn't production, because Intel could conceivably bin Celerons at 450 MHz all day long if it wanted to. Seems the "expert" semi analyst can't figure this out. Then she says (in complete controversion of the hypothesis she's just asserted, and with a complete lack of logic) that prices are FALLING because demand is RISING. You don't have to have taken Economics 101 to smell something fishy with that theory. Good for a chuckle, at least.... Kevin