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


To: Harry Landsiedel who wrote (107277)8/10/2000 12:44:04 PM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
Harry - Re: "But by getting into roadmaps etc., it reminds the easily distracted analysts where Intel is going. "

I hope you're right - I hope the analysts listen !

I still remember VIVIDLY - Tom Kurlak's prediction in early-mid 1998 that AMD and Intel and Cyrix and IDT were going to produce a GLUT of processors because they were migrating to a smaller - 0.25 micron process at the time.

The fool never even considered that these companies were all adding large caches to eat up the real estate savings.

And what happened?

Within a year of that call, Intel was fully booked and has been unable to meet demand for over a year !!

Great call, Tommy Boy !

Paul