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Technology Stocks : Intel Corporation (INTC)

INTC 48.74

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10:35 AM EST

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To: Ali Chen who wrote (88855)	9/24/1999 4:26:00 PM
From: Burt Masnick	Read Replies (2) of 186894

This has been the week from hell as far as Intel longs are concerned - Taiwon earthquake leading to possible MOBO, RAM, Chip set shortage - Camino who-knows what problem with Rambus - Xeon 8 way problem The earthquake is not under Intel's control. The other two seem to fall at the feet of Intel. I'm fairly startled at the AMD-like inability to get out of their own way. I believe that they will address the problems straight up early next week with public statements about all three situations and where they stand on corrective plans. They are looking more than a little out of control. The possibilities are 1) random events in close proximity 2) systemic problems that are development process related. My WAG is that, while Intel is superb in manufacturing standards, discipline and procedure, the development process is more loosely controlled. Both device/board problems should have been surfaced in development test phases. I suspect that a lot of Excedrin will be consumed this weekend in Santa Clara. Can't come up with a way to feel good about these events. Am I over-reacting? Burt

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