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To: Road Walker who wrote (95082)1/5/2000 6:36:00 PM
From: Diamond Jim  Read Replies (1) | Respond to of 186894
 
It's too bad Intel didn't go into the boxmaker business about 5 years ago, maybe it isn't too late now.

Wonder if GTW was put a little farther down on Intel's priority list due to the exact type of statement just made by John Todd of GTW.

jim



To: Road Walker who wrote (95082)1/5/2000 8:27:00 PM
From: deibutfeif  Read Replies (2) | Respond to of 186894
 
Thread - RE:"Those machines use Celeron processors..."

Seems like if the processor constraint that GTW suffered was only for Celeron-based machines, then one might presume that Intel HAS ramped fast enough on the high-end (high-margin) product. Thus, this could be GOOD news for Q4 earnings.

dbf


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