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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Ali Chen who wrote (88855)	9/24/1999 4:20:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Ali, funny how that Xeon problem doesn't show up in the 2MB versions. I'd imagine that anyone buying an eight-way server on the Profusion/Saber platform would not get anything less than 2MB since they'd want to see the most scalability possible. Still, a glitch is a glitch. Of course, this is relatively minor compared to that other "minor setback" that is hogging the headlines. Tenchusatsu

To: Ali Chen who wrote (88855)	9/24/1999 4:26:00 PM
From: Burt Masnick	Read Replies (2) \| Respond to of 186894

This has been the week from hell as far as Intel longs are concerned - Taiwon earthquake leading to possible MOBO, RAM, Chip set shortage - Camino who-knows what problem with Rambus - Xeon 8 way problem The earthquake is not under Intel's control. The other two seem to fall at the feet of Intel. I'm fairly startled at the AMD-like inability to get out of their own way. I believe that they will address the problems straight up early next week with public statements about all three situations and where they stand on corrective plans. They are looking more than a little out of control. The possibilities are 1) random events in close proximity 2) systemic problems that are development process related. My WAG is that, while Intel is superb in manufacturing standards, discipline and procedure, the development process is more loosely controlled. Both device/board problems should have been surfaced in development test phases. I suspect that a lot of Excedrin will be consumed this weekend in Santa Clara. Can't come up with a way to feel good about these events. Am I over-reacting? Burt

To: Ali Chen who wrote (88855)	9/24/1999 4:40:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

BTW, Ali, at least Chuck had the decency to apologize for rubbing salt into the wound. You, on the other hand, immediately went into your cupboards searching for a saltshaker. How typical. So do you think Via is going to swiftly swoop in and take advantage of the opportunity that Intel just presented? Considering the Taiwan earthquake, I wouldn't expect much since it seems Via would be more concerned getting its operations back on its feet. Tenchusatsu