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Re: disco_queen post# 6903

Wednesday, 09/03/2003 9:47:48 AM

Wednesday, September 03, 2003 9:47:48 AM

Post# of 151692
There is an Intel mid quarter update on Sept 4th. I got a suggestion for them. NOBODY cares what Intel has to talk about if there were a technology turn around or not. Just stick to the point and the company and that is Intel. These guys sure know how to get carried away and talk about something that they have no clue about and that is technology turnaround. That will only confuse the intel investors that don't care about other tech companies.
http://biz.yahoo.com/rc/030825/tech_taiwan_intel_1.html
Intel CEO says too soon to call industry turnaround



I disagree that "nobody cares". Intel has > 80% of the PC market and a good portion of the server market. Chip orders being placed now, are scheduled for dilivery 2-3 months from now. I think that how many chips PC makers are ordering for the next 2-3 months gives intel a very good insight into what near term computer sales are going to be. I'm interested in what they have to say.

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