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Technology Stocks : Intel Corporation (INTC)
INTC 48.26-0.7%Feb 5 3:59 PM EST

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To: kapkan4u who wrote (134608)5/11/2001 1:32:53 PM
From: Brian Sullivan  Read Replies (1) of 186894
 
At a press conference on Wednesday, McNealy joked: "People are claiming that they're seeing the bottom. I don't know where they're getting that data. They certainly didn't see the cliff, so how in the world can they see the bottom?"

Maybe because the Intel gang has seen the bottom, while the SUNW gang is still falling down.

If you've looked at the recent SPEC numbers for the Intel P4 and the pathetic SPEC number for the UltraSparc3 maybe you understand why Sun's sales might continue to tumble for quite a bit longer than Intel.

Last I heard SUNW couldn't even get very good yields on the UltraSparc3 from TI and we shopping around for a new suppier in Taiwan.
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