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Technology Stocks : Intel Corporation (INTC)

INTC 35.10

+2.3%

3:59 PM EST

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To: Road Walker who wrote (92495)	11/15/1999 2:17:00 PM
From: Jim McMannis	Read Replies (2) of 186894

John, RE:"It's amazing how quickly things change. A week ago most would have said that AMD couldn't execute their way out of a paper bag; that Intel was a master at executing their manufacturing and marketing plan." I thought you had some sense. It's been several months since Intel started to blotch the Coppermine/i820/Rambus release. Just goes to show you that it doesn't matter, Intel or AMD, that when a chipmaker has to push the envelope and "hurry"...there is a good possibility they will screw up. Intel is not immune to it. Intel could have delayed the whole launch but instead thought they had to release something, perhaps to keep more of their customers from defecting...in the meantime they may well have short changed the trust they had built up... Intel is now a couple dollars less than when I bailed, should I buy back now or wait for a few hundred "cents" lower? <G> Jim

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