Zeev's Turnips Patch-No Politics (ZEEV)

[basserdan]

MLSOFT,

From Briefing.com:

08:57 ET INTC New Intel chipsets to pressure graphics chip mkt, flash price hikes unlikely to stick (16.69)
Digitimes.com reports that the graphics chip mkt is likely to suffer a second hit from integrated chipsets in 2003 when INTC introduces several integrated products for its new-generation Banias and Dothan notebook platforms; however, SG Cowen believes this will have a minimal impact on ATYT and no impact for NVDA. In addition, Digitimes reports that some Taiwanese IC distributors are doubting whether INTC will be able to raise flash prices by its planned 20-40% on Jan 1 due to fast-growing supply.

LQQks like you may have nailed this one..... <VBG>

Way to go,
Dan