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Technology Stocks : Intel Corporation (INTC)
INTC 44.77+8.8%9:59 AM EST

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To: L. Adam Latham who wrote (89157)9/30/1999 8:12:00 PM
From: Paul Engel   of 186894
 
Adam - Re: "Has your view changed with the recent fumbles of Camino/Rambus and Xeon?"

Yes - the fourth quarter now has the issue of Coppermine being released with SUB-OPTIMAL chip sets to make use of their speed.

Further, the Taiwan Earthquake will cause some disruption in the PC motherboard/graphics/components arena - as well as DRAM supply.

Intel's fourth quarter will, in my opinion, be less robust than it would have been had these internal (Camino) and external )Taiwan Earthquake) problems not arisen.

Paul
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