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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST
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To: Paul Engel who wrote (67501)10/29/1998 12:06:00 AM
From: Joey Smith  Read Replies (2) of 186894
 
Paul, re:My concern for next year, however, is Intel's Katmai Ramp. Recall the very fast
Pentium MMX conversion in 1997? Intel was stuck with a huge pipeline full of the
non-MMX's and stumbled during the conversion in Q1 and Q297.

During the Q&A of Intel's last CC, Intel thought the Katmai ramp would be slower than the MMX ramp. This is a big concern. I hope Intel does a better job of getting the right product mix.

joey
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