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Post# of 25232
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QThink

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QThink

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Re: Lane Hall-Witt post# 690

Thursday, 04/12/2001 3:35:27 PM

Thursday, April 12, 2001 3:35:27 PM

Post# of 25232
"CNBC just reported that Dan Niles is anticipating that INTC will cut Pentium 4 prices as early as this weekend. That could be seen as a negative for RMBS -- "

If INTC cuts P4 prices, then they sell more P4s, thus more RDRAM needed for those machines, should be a plus for RMBS, no?

But then I've never found much logic in the way RMBS trades from day to day.


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