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Technology Stocks : Intel Corporation (INTC)
INTC 36.97+3.2%2:22 PM EST

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To: Tony Viola who wrote (111825)9/29/2000 3:18:10 PM
From: Road Walker  Read Replies (1) of 186894
 
Tony,

I'm more concerned with the delay in P4, that could have a serious impact on future earnings. Intel is in a horse race with AMD, and they are losing big time. For the last year, Intel's "problems" have opened the door for AMD to become an established competitor, and the delay in P4 just opens the door that much farther. Jerry and the 'Droids should send a thank you notes.

John
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