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

To: Paul Engel who wrote (113433)	10/13/2000 2:22:02 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Wow, two guys on CNBC trashing Intel just now...one says: "sell on rallies" and the other says the P4 runs hot and needs Rambus... I may have to uncertify these two analysts as brain dead.

To: Paul Engel who wrote (113433)	10/13/2000 3:03:52 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Paul, re:but spelled out some real concerns (Dupalon chip sets, etc.). I think what may be the BIG NEGATIVE was the admitted (albeit LOK KEY) delay in AMD's Muskrat and their "DOGGONE-PONY" show - PaloPinto and deMorgan, etc. I think this will be a big negative throughout 2001 as well. Most of the droids think the MB/chipset situation will be fixed in a month or 2. i dont think so. that's what you get when you rely on the likes of Via, Ali, etc. who have their own agendas. The Pru report that Albert posted shares my view. Better to be vertically integrated like Intel (too bad they couldnt make RDRAM chips!) Joey