Intel Corp (INTC)

[chipguy]

They are really afraid of the unknown now. They were all so sure of themselves about something like 64 bit on x86 being at least a year or so away but right now not only are they shell shocked, they don't know what else is heading their way.

Well I have a good idea of what is headed their way. In about
a week the market tracking companies like IDC and Instat are
going to release their 4Q03 and 2003 figures for server sales
and we are going to see where a lot of those 110K IPF chips
sold in 2003 ended up. And we will see the figures for Opteron
sales that Ruiz & Co have been so reluctant to discuss.

I suspect the wails of anguish among the true believers will
soon start anew. :-P