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To: Tony Viola who wrote (115347)10/31/2000 12:57:56 PM
From: Joe NYC  Read Replies (1) | Respond to of 186894
 
Tony,

From what Otellini was quoted as saying in a JP Morgan report that Albert posted, P4 may ramp fast enough to make that "forfeiting" word look stupid:

Otellini is down to the last weapon in his arsenal - P4. Do you expect him to announce that Intel will make only a few of them? Or that the weapon will be firing blanks?

He and Barrett need to maintain a high morale, so he is expected to say some white lies.

Joe