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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: Road Walker who wrote (111832)9/29/2000 3:28:24 PM
From: Tony Viola  Read Replies (3) of 186894
 
John, P4 delay, if they contain it to that, is not the end of the world. My fear would be getting the 850 chipset right in what is now a short period of time until late November. Is it a hit to the silicon starting right now? Two months is not much time.

What is ridiculous to me is why these companies, all of them, Intel, AMD, Sun, Apple...why don't they do the best job they can at project planning and then add a very comfortable fudge factor. Their customers aren't going to desert them for a couple of months.

Tony
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