Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: John Hull who wrote (97699)	1/27/2000 12:02:00 PM
From: Process Boy	Respond to of 186894

John - <John, yes, Intel Communications Fund was announced last October. I accepted the job to manage it shortly thereafter but it took until December before I could complete a smooth transition from previous obligations.> Congratulations John. Looking forward to hearing more about Intel's drive into these businesses going forward. PB

To: John Hull who wrote (97699)	1/27/2000 12:09:00 PM
From: Burt Masnick	Respond to of 186894

Thank you John, for a voice of reason in a sea of ill-considered and even unconsidered arguments that Intel somehow simulataneously shipped record numbers of processors, enjoyed incredible profits and simultaneously has hideous yield problems that limit its ability to produce virtually anything from Celerons on up. In my view, you could use the postings on this and other threads as a course in how to build castles in the air and then move in. In my view, Intel is capacity constrained. Period. Few companies are better equipped, in every sense of the word, and have a better track record in reacting to manufacturing demands in excess of prior expectations. I see no reason to believe that that pattern won't continue in the future. I anticipate a veritable flood of high end coppermines beginning this spring and then accelerating. I personally intend to buy a Dell machine about four months from now and it will be a pip. Best regards, Burt