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Technology Stocks : Intel Corporation (INTC)
INTC 35.27-0.7%9:57 AM EST

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To: Joey Smith who wrote (104045)6/6/2000 1:23:00 AM
From: Joe NYC  Read Replies (1) of 186894
 
Joey,

I agree. The one (only?) good thing I see from the Timna delay is it frees up more capacity to build PIIIs, and hopefully Willys.

But it is an invitation for Via to enter the market, and take away some of potential growth that is ignored by Intel and AMD. When Intel and AMD have the capacity to meet all of the world growth, they will have to win it back from Via.

Joe
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