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Technology Stocks : Intel Corporation (INTC)
INTC 36.84-2.8%9:43 AM EST
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To: Michael Bakunin who wrote (102545)4/18/2000 6:09:00 PM
From: GVTucker  Read Replies (1) of 186894
 
Michael, RE: IABG grew a little YOY, for a change from last quarter.

And in a question concerning why there was a capacity problem with such weak year over year growth, Otellini really didn't have a satisfactory answer, at least as far as I am concerned.

Perhaps the rumored Coppermine production problems are more real than management and analysts will admit.

Edit: And perhaps we're starting to see a reason why Dell would indeed get more serious in discussions with AMD.
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