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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: steve harris who wrote (111273)5/17/2000 10:03:00 AM
From: chic_hearne  Respond to of 1572074
 
Re: iNteL had said Q1 we'll fix the supply problem. Now 2H.

Steve,

IMHO, this is a brilliant move for INTC. I was cooking breakfast, so I only caught part of the details, but Maria said Edelstone was saying INTC's margins would be up in 2H. I'm sure we'll get an article out later in the day with full details.

By limiting supply, INTC can keep prices up. How else are they supposed to hit their earnings targets?

chic



To: steve harris who wrote (111273)5/17/2000 10:11:00 AM
From: Cirruslvr  Read Replies (2) | Respond to of 1572074
 
Steve - RE: "Current iNteL management is our friend!"

I agree. Their inability to properly plan for the future has further increased the momentum the Athlon got going.

Long live Otellini!

Long live Barrett and his plan to broaden Intel's horizon by stealing good employees from the Intel Architecture group!

Long live the guy who chose DRDRAM for 1999 and 2000!


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