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Technology Stocks : Intel Corporation (INTC)
INTC 43.54+0.1%10:21 AM EST

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To: Road Walker who wrote (102649)4/19/2000 10:55:00 AM
From: Joey Smith  Read Replies (1) of 186894
 
Hi John, re:So, on a short term basis, Intel is fine, they are in the middle of a strong cyclical period. But on a long term basis, the current mis-management will
continue to impact their market position and valuation.

New product intros (Timna, Itanium, Williamette) starting mid-year will be pivitol to Intel's success going forward. Let's hope these are managed well. Intel in CC indicated there should be no infrastructure problems (e.g. Rambus memory, motherboards) to impact Willy supply, for example. A lot is riding on these intros, from a revenue and reputation standpoint.

joey
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