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kpf

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kpf

Re: greg s post# 43664

Monday, 09/06/2004 3:21:44 PM

Monday, September 06, 2004 3:21:44 PM

Post# of 97485
greg

Guess it really goes beyond margins. When I listened to Andy's midquarter-update I thought (among other things which political correctness would not allow to post publicly) "lots of folks in the food chain apparently are holding breath currently, seeing increasing inventories could make an opportunity to buy chips really cheap lateron for holiday season."

Which ultimately is nothing less than a trial of strength Intel is challenged to. Now, raising prices is certainly an option to respond to it if you can hold your breath as long as Intel definitely can.

For the time being, it is just intended indescretions of such intentions via the usual channels imo.

K.


Facts are irrelevant to the emotional brain

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