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To: Tenchusatsu who wrote (92253)11/12/1999 3:00:00 PM
From: Tenchusatsu  Respond to of 186894
 
I think I can answer my own question that I posed earlier. A quote from Joe Osha:

we think that the stock price is likely to come under pressure next year as the relatively modest performance data for the first IA-64 product, the Itanium, become public.

That's really interesting, Joe. How do you know what Itanium's performance will be? What is "modest performance" in your opinion?

Tenchusatsu


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