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

To: Tony Viola who wrote (107643)	8/16/2000 4:17:06 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Tony, Looks like HWP blew away estimates, though revenue wasn't great (also announced 2 for 1). Curious to hear details on servers, PC's. I always liked HP as a proxy for the health of the industry because of their mix and their strength overseas. John

To: Tony Viola who wrote (107643)	8/17/2000 7:18:45 PM
From: TimF	Read Replies (2) \| Respond to of 186894

But, someone that tries to seriously question a big company's binsplits correlation with a particular stepping, but doesn't know what a speedpath is, is a stranger in paradise, to me. Even if someone doesn't really understand what a speedpath is they can here about varius steppings as they are released and they can observe availability of chips at different speeds and make a reasonable guess based on these observations. On the other hand without a solid knowlege of CPU archetecture they are unlikely to be able to make a reasonable guess about how fast future chips or new steppings (or other changes) on current ones will run. Tim