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Technology Stocks : Intel Corporation (INTC)
INTC 42.61+6.5%Jan 7 3:59 PM EST

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To: tcmay who wrote (141642)8/15/2001 5:01:39 AM
From: Yousef   of 186894
 
tcmay,

Re: "SOI, SOI, wherefore art thou? ... Maybe someone convinced Jerry
and Ben and Hector that AMD could win a price war because of its
superior--so the Droids tell us--manufacturing and design capabilities."

Looks like SOI and LowK at .13um are in trouble for AMD ... Too many
risks, too few rewards. Hopefully, Jerry will have to face the
"slings and arrows" of a few outraged stock holders. What was the
name of the last guy that gave Jerry "the dickens" at a shareholders
meeting ??

Make It So,
Yousef
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