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

To: Mary Cluney who wrote (110823)	9/22/2000 1:17:03 PM
From: L. Adam Latham	Read Replies (1) \| Respond to of 186894

All: Don't know if this meeting has been discussed here, but details are now available on Intel's public Web site. Adam intel.com Powerful e-Business solutions are available now, and they are impacting the future of your business. Attend The eXCHANGE and discover how innovative new business models can help you build your competitive advantage. Learn how to profit from e-Business trends, overcome problems, and avoid costly mistakes. You can get the facts you need at this premiere e-Business event on October 11 and 12, 2000. Join us for The eXCHANGE and maintain your company's competitive edge. The dates: October 11th-12th, 2000 The location: Fort Mason Center, San Francisco, CA The guest list: The eXCHANGE guests include executives from leading corporations involved in e-Business, Internet companies, Internet service providers, equipment manufacturers, software and operating system vendors, analysts and members of the international press. Space is limited. Please register now to reserve your seat. You will want to be on-hand for keynote addresses as industry leaders share their visions of the future of e-Business. Speakers include Intel's Craig Barrett, Paul S. Otellini and Andy Grove, Hewlett-Packard's Carly Fiorina, IBM Corporation's John M. Thompson, and Microsoft's Bill Gates. In more than 35 sessions, learn details about forces that are transforming business models in the Internet economy. You'll find in-depth information about new IT deployment strategies and obtain key learnings from your peers and industry experts in a single place. Visit the Showcase and see demonstrations of e-Business solutions from over 60 leading information technology and solution providers. This is an unusual opportunity to see demonstrations of new technologies, including the Intel® Itanium™ processor and Pentium® 4 processor, operating systems, applications and solutions that will power e-Business. The eXCHANGE is an excellent place to network and exchange information with your peers and industry experts. Wednesday night is your opportunity to Network the Night Away at an upscale San Francisco venue. Relax, continue networking, and enjoy top-notch entertainment. Visit the Intel® e-Business Center for the latest information on real-life solutions for business and IT professionals. Intel looks forward to seeing you at The eXCHANGE!

To: Mary Cluney who wrote (110823)	9/22/2000 1:32:04 PM
From: stribe30	Read Replies (1) \| Respond to of 186894

Mary: AMD's management has not screwed up for well over a year now since the Athlon introduction,(I credit Hector J Ruiz for that) and Ashok is well known on hardware sites as well as investor sites for his anti-AMD bias. His roadkill quote has officially been put in JC's Semiconductors News quotes section.... and many on the AMD threads are going to save that quote to send to him if AMD meets its targets (and there has been no indication that they wont). I have seen a couple of reports on the hardware sites discussing AMD in the last week where they interviewed sources within AMD who said they would easily make their Q3 estimates and were still quite comfortable with Q4 projections (See Dean Kent's September Industry Roundup at Real World Technologies, www.realworldtech.com) This was of Sept 12.. either AMD sources arent telling the truth.. or something drastic has happenned in the last week (unlikely) or.. they're telling the truth. Note now too that several analysts are coming out today and saying Intels weakness in Europe could be due to AMD taking market share. As possible proof of this, look at the story in The Register yesterday, detailing how 2 of England's largest PC Retailers have embraced AMD and how sales of those units have skyrocketed (Tiny offered Athlons and on the first day of sales were selling them at a 50-50 clip to Intel.. and Tiny up til now was an Intel only store. Their major compeititor Evesham went even further saying Intel had gone from outselling AMD 3-1 to being outselled 3-1 by AMD Athlon in the span of 18 months. See this link: theregister.co.uk ) Intel is a smart company... I have my doubts they are writing off the "clown company" as Ashok "Roadkill" Kumar is. We will see come Oct 11 how AMD is faring, and whether Mr. Kumar will be eating his words.