RE: "Paul, Amy, & John Hull re:Intel was QUITE BULLISH !Intel execs. did an excellent job in addressing, point-by-point, all of the FUD that has been circulating recently ... Y2K, Taiwan, mfg. issues (yes, it IS demand), strength across market and geography boundaries ... all laid to rest! Add to that, clear excitement about 2000 and new products. Intel even addressed individual segments such as networking, communication, & services (as Amy wanted to hear at the earnings cc). Well done and much needed! I'm excited to see Intel take such a factual/aggressive approach." Greg.
Hi Greg, I agree. Thanks for letting me know they had this. I found the slides quite helpful. A lot of details and facts. I didn't have time to listen to it over the web, but the slides were pretty informative. Regards, Amy J |
