Tony,
re: "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."
What makes you think Intel didn't add a comfortable fudge factor? At this point, I'm having a hard time believing anything they say, a harder time believing they can execute their plans. I would try to put down a chronology of their failures over the last year, but it would be too depressing.
If you couple their ineptitude with a suspected slowdown in demand, you have to wonder where this stock is going. They have one hell of a business, it's not like the world can walk away from microprocessors, but I'm beginning to think that they are capable of running it into the ground.
If Jim McMannis knows that Timna is a dead issue two months before Intel does, what does that tell you!?!
John |
