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To: Tony Viola who wrote (93702)12/9/1999 7:22:00 PM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
RE:"Maybe the AMD folk ought to start getting behind Jerry Sanders for industry "man of the year."

Let's not get too carried away! <G>

Intel does have Itanium and Willamena coming but man, it's what Intel stock might have to go through to get there that should have Intels investors nervous. Even if Intel can pump out the Floppermines it's the i820/Rambus platform that is the stinker.

Jim



To: Tony Viola who wrote (93702)12/9/1999 7:29:00 PM
From: kash johal  Respond to of 186894
 
Tony,

Re:"Jerry as man of the year"

Frankly I have never been very fond of Jerry.

However he does deserve some credit.

And this year (so far) he been whacked about about the head to over-promise and under-deliver.

However at some point the "real" Jerry will show up.

My bet is the Jan 18 earnings report.

That might be a "sell signal" fer sure.

regards,

Kash


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