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

To: L. Adam Latham who wrote (89157)	9/30/1999 2:40:00 PM
From: Process Boy	Respond to of 186894

Adam - <It's tough to sit by as an employee and watch these blunders happen, but I do understand the complexity involved. When I was an engineer with McDonnell-Douglas, I was involved in the Navy A-12 project, one of the worst defense industry debacles ever (and still under litigation, I believe, eight years after it was cancelled). The company recovered quite well, though, and I'm confident Intel will do the same.> To put recent problems into perspective, I believe them to be "short term" problems, IMHO. I would be very surprised if any of the recent snafu's with Intel programs turn out to be comparable in magnitude to the A-12. That said, I share your frustration with recent events. I am hoping for a good showing at MPF next week. PB

To: L. Adam Latham who wrote (89157)	9/30/1999 8:12:00 PM
From: Paul Engel	Respond to of 186894

Adam - Re: "Has your view changed with the recent fumbles of Camino/Rambus and Xeon?" Yes - the fourth quarter now has the issue of Coppermine being released with SUB-OPTIMAL chip sets to make use of their speed. Further, the Taiwan Earthquake will cause some disruption in the PC motherboard/graphics/components arena - as well as DRAM supply. Intel's fourth quarter will, in my opinion, be less robust than it would have been had these internal (Camino) and external )Taiwan Earthquake) problems not arisen. Paul