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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (30297)7/27/1998 6:17:00 PM
From: Michael Bakunin  Read Replies (1) of 132070
 
Wall Street may soon be catching on: I saw a Lehman note wander through First Call that was quite realistic about Intel's predicament. As the analyst notes, the Celery+cache (Mendocino) is a low-margin chip likely to cannibalize markets while pressuring margins.

Perhaps they're trying to usher clients out before the public gets it.

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