Intel Corporation (INTC) Message Board

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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: JDN who wrote (111847)	9/29/2000 4:42:52 PM
From: Jim McMannis	Read Replies (1) of 186894

JDN, RE:"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." Arhhh... Dell says 90 day wait list for P4 and they are the selected boxmaker? Oh my gosh! 4-5% of the revenue in next year from P4? Wassup with that? Some things are becoming clear...one is why P-III is being pushed to .13u and cache added. Another is maybe one reason Timna was scrapped. For fab space for P-III... Meanwhile, Athy gets pushed to 1.2-1.3-1.4 Ghz and beyond. and Willy is hog tied...what's wrong with this picture? I wish you wouldn't pull punches. I fully expected another "cool post of the day" post with profanity interlaced. Will the real JDN please post! Jim

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