Shane, I agree that an earnings warning out of Intel would be the straw that breaks the camel's back. About the delay in Merced, FWIW, an Intel spokesman finally came out because he didn't like the way some of the speculation was going. Naturally, he saw it my way, gg, (actually, I believed CEO Barrett, but a lot of Intellites didn't):
To: rich evans (56626 )
From: John Hull
Tuesday, Jun 2 1998 11:00AM ET
Reply # of 56717
Rich, this theory is going down the wrong path. Craig Barrett is
correct and Tony V. and Paul E. both touch on simialr themes of
process complexity, program management and interdependencies.
Stay on that course.
Manufacturing/Production is not an issue. Architecture is not an
issue.
Let's all be rational on this subject, there's nothing here that
belongs in a good suspense novel. Its not easy work, but Intel will
get it done.
Regards,
jh
Again, FWIW, a scheduling problem is better news than an architectural, or technology or manufacturing problem.
Is LSI poised for another leg up on it's sawtooth waveform chart?
Tony |
