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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%3:59 PM EST
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To: Tony Viola who wrote (111835)9/29/2000 4:38:41 PM
From: JDN  Read Replies (3) of 186894
 
Dear Tony and John: John, like you, I was very upset when I heard of the delay of P4. However, my broker read me some info one was a comment from Michael Dell who said its no big deal as that product would be on a 90day wait list anyhow and the other was some analyst (forgot who) who said the P4 would only constitute 4-5%of INTC revenue over the next year anyhow so he didnt see a short delay as a big deal. So, maybe that consoles us somewhat. However, I am more concerned with the BIG PICTURE and the one that seems to CONTINUALLY emerge is that of a big company sloshing around seeming to lose its way. INTC better straighten up and fly right soon before they become a laughing stock. JDN
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