Elmer, pretty good response by Bob Brinker to a call-in question about Intel. The guy asked Brinker what he thought of Intel's conference this week. Brinker proceeded to describe how he regards Intel as a trading stock, bounces around a lot, very liquid, etc. But then he said that Intel had to have that call (although scheduled for a long time) to set things straight about themselves and Y2K, specifically. Said Intel, unlike IBM and HP, does not have a lot of revenue business tied up in enterprise systems like the other two, but there have been a lot of Intel bears claiming they would have a Y2K problem, nevertheless. Went on that some others, like Cisco and Sun, would also not have problems with Y2K. Intel misses the Y2K enterprise computing bug, what with their getting 64 bit systems out there starting next year. I guess the next Y2K type fear might be in anticipation of year 10,000. About 9995, Fortune 500 companies will be frantically looking for, what, C++ programmers?
I've heard that Brinker had been doing his share of Intel bashing lately, glad to hear this "correct answer" (although all he had to do was listen to Barrett, Grove, et al.).
Tony |
