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Technology Stocks : Intel Corporation (INTC)
INTC 46.96-2.8%Jan 16 9:30 AM EST

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To: Amy J who wrote (132764)4/18/2001 11:06:31 AM
From: fingolfen  Read Replies (1) of 186894
 
Hey Amy,

If you go back and read the message, the crux of it was that I didn't believe that the McKinley team was 100% HP, but that it had substantial HP influence... Sorry if that wasn't clear.

As far as the Merced commercially shipping, that was a tossup for me. If McKinley was ahead of schedule, commercially shipping Merced in the current environment would be a dicey proposition at best... of course, no word on what volumes will actually be shipped. I honestly don't think that Merced is going to contribute one iota to Intel's bottom line... I still see it as a door opener... The CC was the first time I'd seen a solid announcement on an actual release for Merced.

Overall, I was really quite pleased with the conference call.

Fingolfen
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