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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: Paul Engel who wrote (113433)10/13/2000 3:03:52 PM
From: Joey Smith  Read Replies (1) of 186894
 
Paul, re:but spelled out some real concerns (Dupalon chip sets, etc.). I think what may be the BIG NEGATIVE was the admitted (albeit LOK KEY) delay in AMD's Muskrat and their "DOGGONE-PONY" show - PaloPinto and deMorgan, etc.

I think this will be a big negative throughout 2001 as well. Most of the droids think the MB/chipset situation will be fixed in a month or 2. i dont think so. that's what you get when you rely on the likes of Via, Ali, etc. who have their own agendas. The Pru report that Albert posted shares my view. Better to be vertically integrated like Intel (too bad they couldnt make RDRAM chips!)

Joey
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