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: Tenchusatsu who wrote (104170)	6/7/2000 7:33:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Way to fire back there, Ten! Name one competitor to Itanium this year which hasn't slipped in schedule. Tony

To: Tenchusatsu who wrote (104170)	6/7/2000 7:37:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Tench, I've resisted asking this question: You work there, WHAT THE HELL IS WRONG WITH INTEL? Sorry, couldn't resist anymore. John

To: Tenchusatsu who wrote (104170)	6/7/2000 9:22:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Tenchusatsu, Name one competitor to Itanium this year which hasn't slipped in schedule. Sounds like the Clinton defense: everybody does it. The difference is the degree. Isn't Merced already about 4 years late? We have less than one month in 1H 2000, and it doesn't look like Merced arrival is imminent? And Microsoft is shooting for end of 2000 to launch W2K-64, which may complicate things even further if MSFT is late. As you know, for every month, quarter or year the project is late the performance becomes less acceptable so that the next performance target has to be set, causing more delays trying to reach that performance target. Joe