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Technology Stocks : Intel Corporation (INTC)

INTC 40.78

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Dec 10 3:59 PM EST

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To: Tony Viola who wrote (92341)	11/13/1999 4:33:00 PM
From: Tenchusatsu	of 186894

Tony, <Osha making comments about IA64 performance so early in the game, where's he get off with that? What benchmarks has he seen?> None, considering there aren't any. Here's what Joe Schmoe Osha said: "It's not going to be a failure, but it's not going to be a home run either. In terms of IA-64 being better than anything anybody's ever seen within the enterprise, that's not going to happen." He's obviously trying to pull off a Kurlak, especially with those words, "That's not going to happen." What does he think is going to happen? Osha is still be very, very vague. Tenchusatsu EDIT: I just caught the video of CNBC interviewing Joe Osha. I think what he's saying regarding IA-64 is that expectations are way too high on the first generation of IA-64, namely Merced/Itanium, even though IA-64 may indeed be successful in the long run. While I can see where Osha is coming from, I'm not very certain whether those inflated expectations existed in the first place.

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