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To: Barry Grossman who wrote (102983)4/27/2000 4:21:00 PM
From: Road Walker  Respond to of 186894
 
Barry,

I concur on everything you said about the conference.

I've accused Intel of bumbling on execution. When one of the analysts asked how a company like Intel could mis-forecast, and threaten customer relationships, I thought the answer was very good. Otellini said the forecast was raised from 15% growth to 20% growth, and that for Intel, that was the equivalent of 1 1/2 fabs (seems like a little bit of an exaggeration).

Also, Andy Bryant HAD PERSONALITY, by far the most entertaining presentation. Where did that come from???

John