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Technology Stocks : Intel Corporation (INTC)
INTC 40.34-2.6%3:59 PM EST

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To: GVTucker who wrote (83787)6/18/1999 11:32:00 AM
From: kapkan4u   of 186894
 
<GV - re: And as long as your time horizon is longer than a month, what Edelstone says makes absolutely no difference anyway, so why get so worked up about it all? >

The Q3 and Q4 will be affected by CuLaterMine delay. So the time horizon here is 6-12 month. Giving AMD some breathing room may extend the time horizon years into the future. As a matter of fact this may be the "inflection point" that Andy is so fond of talking about.

Kap.
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