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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%Nov 26 3:59 PM EST
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To: Barry Grossman who wrote (102990)4/28/2000 9:28:00 AM
From: Road Walker  Read Replies (2) of 186894
 
Barry,

On CNBC, they just had Drew Pecks take on the analyst meeting. Said the focus on the meeting was the Comm group, that it was only 10% of revenues, and it's future was uncertain. Said that "implicit" in their focus on comm is that the microprocessor future has less potential. That Intel said it was going to be "aggresive" on pricing, and he expects a 2H price war to lower margins for Intel and AMD.

I hope someone can find a link to these comments. I find it unbelievable that this guy could interpret the meeting information in this way. Obviously self-serving.

John
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