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Technology Stocks : Intel Corporation (INTC)
INTC 39.96-1.5%12:18 PM EST

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To: Road Walker who wrote (102580)4/18/2000 9:13:00 PM
From: deibutfeif  Read Replies (1) of 186894
 
John, re ...one of the best run companies in the world...

I've been very impressed with your posts in the pasts, especially the coolness with which you handle market overreaction.

This time, I think you are overreacting. It can be devastating to costs/margins to over build capacity (especially if you own 80% of the market). Yeah, management under-shot, but nobody's perfect at this game. What Intel has always been superb at is scrambling to recover. I continue to be confident that they will this time as well.

~dbf
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