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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: Tony Viola who wrote (95467)1/10/2000 8:47:00 AM
From: JDN  Read Replies (1) of 186894
 
Dear Tony: I know you are knowledgeable about INTC so would like to get your opinion of my thoughts on INTC currently. They are as follows: INTC is in the midst of converting Fabs over to 18 micron technology, any time a change of this magnitude takes place there are bound to be initial inefficiencies which likely caused the failure of INTC to be able to supply their customers with all that they wanted on a timely basis. However, this INTC is probably further ahead then others on this changeover, and I believe the changeover to be coming to a close thus looking forward I would expect INTC to be even more efficient and profitable then it has been in the past. Would you agree with this? JDN
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