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Technology Stocks : Intel Corporation (INTC)
INTC 39.38+6.7%Jan 2 9:30 AM EST

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To: Paul Engel who wrote (89154)9/30/1999 1:37:00 PM
From: L. Adam Latham  Read Replies (2) of 186894
 
Paul:

I can't find the post, but I recall you saying you expect Intel to have an "OK" or "good" Q3 (can't remember exactly what you said), and a "strong" or "terrific" Q4 (again, can't remember exact wording). Has your view changed with the recent fumbles of Camino/Rambus and Xeon?

It's tough to sit by as an employee and watch these blunders happen, but I do understand the complexity involved. When I was an engineer with McDonnell-Douglas, I was involved in the Navy A-12 project, one of the worst defense industry debacles ever (and still under litigation, I believe, eight years after it was cancelled). The company recovered quite well, though, and I'm confident Intel will do the same.

Adam - My opinion only, not Intel's
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