Intel Corp (INTC)

[SemiconEng]

Sure, anybody can be wrong. The thing is, I'm not so sure that information on quantity of sales of an introduced product, is as difficult to get your hands on as is information on whether or not Dell is going to use AMD.

Quarterly announcements are coming soon, and I find it hard to believe that Jerry's "I can Shoot My Mouth Off Too" student Hector, will keep his mouth shut about specific quantities if they sold a bunch of them. No use passing up an opportunity to rub intel's nose in it, eh? On the other hand, if AMD again uses vague words like AMD has used recently about Opteron quantities, to the effect; "Quantities are meeting our expectations", then it's a red flag. We'll see.