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Technology Stocks : Intel Corporation (INTC)
INTC 40.03-1.3%3:59 PM EST

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To: maui_dude who wrote (124250)1/5/2001 11:34:55 AM
From: semiconeng  Read Replies (2) of 186894
 
If what you say is true, it will scare me as an intel investor.
Or perhaps you are just having a hard time admitting that you could be wrong.

Maui.


---You do not seem to be getting the point. What Paul O. said 2 months ago is ancient history in semiconductors. Almost every single projection that my department made 2 months ago has now been modified to adapt to changing market conditions. You seem to be basing your "scare" on the assumption that intel is static, and that we are still executing to the plan that Paul O. outlined 2 months ago. We're not.

Perhaps you are having a hard time admitting that you don't understand semiconductor manufacturing dynamics. I on the other hand, am up to my neck in it.

Semi
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