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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.3%12:59 PM EST
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To: Paul Engel who wrote (105449)7/11/2000 10:40:29 AM
From: Tony Viola  Read Replies (2) of 186894
 
Paul, re Peck: "Drew Peck is waiting instead for the Xeon processor
for servers that Intel will launch this week. "And that's a new product we know nothing about," Peck said. Cowen is not an
underwriter of Intel."

Boy wouldn't that be part of his job as a semiconductor analyst and bigmouth on Intel, to learn what their new products are by the eve of their launch? It's not even as though Xeon is the first big-L2 server chip, for small to medium sized servers, from Intel. The Pentium Pro blazed that trail.

I think one reason we're stuck with Peck is that he does come across when speaking as someone who knows what he's talking about to the uninitiated in the semiconductor business. But he always glaringly leaves something out when I listen to him.

Tony
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