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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: survivin who wrote (64305)	7/6/1999 7:15:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1583724

Survivin - Re: ". Shouldn't their abrupt change from neutral/accum. to strong buy clearly offset any damage from the mouth of Mr. Niles? " It did. In a DOWN MARKET, Intel closed UP $3/8. Re: "is Osha's claim that the Cumine mhz problem is behind them consistent with what you've heard?" I thought Prudential's Mosesmann said that. Either way, the 0.18 Micron Coppermine speed issue is well understood and Intel is moving along a recovery path. Unfortunately, Intel's overconfidence - as exhibited with their design schedule for the Coppermine - caused them not to have any margin for error - and err they did. So, Intel is still stuck with the Coppermine schedule slippage. And, additional engineering resources are being applied to the 0.18 micron process, whereas it was assumed "production ready" several months ago. Paul