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

To: Road Walker who wrote (93763)	12/10/1999 9:32:00 AM
From: John F. Dowd	Respond to of 186894

JF: Thanks for the reminder and the importance of the 10th of the last month in the qrtr. So no news is good news. But I can't see how in the absence of any unit price wars that INTC ,being sold out can be anything but good news. JFD

To: Road Walker who wrote (93763)	12/10/1999 9:44:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

John, You are probably right. I was looking at the headline statements, and also looking for specific recommendations based on Itanium. I now understand that if the significance of the product is well over a year away, the press and the analysts wouldn't be starting the hype at this point. So, I guess it's a one-way street. Remember last year when Intel stock tanked briefly because of their announced six month delay in the Merced schedule? There was significant discussion here about it, and John Hull came in and said something like the overwhelming complexity of the project plan had caused project managers to not see some critical paths. That's why I hope that plan is being lived with daily by some of Intel's best. Tony