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chipguy

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chipguy

Re: dougSF30 post# 35338

Tuesday, 05/18/2004 5:54:07 PM

Tuesday, May 18, 2004 5:54:07 PM

Post# of 98413
The most recent HP quarter ended April 30. That means
the Intel announcement of EM64T occured only about 20%
into the quarter. Of course the analyst leaks about "CT"
predated the start of the quarter.

Prediction: IPF leveling off and then contracting.

Ok, let's revisit this every quarter. ;^)

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