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

To: Tony Viola who wrote (121403)	12/8/2000 3:54:23 PM
From: Gary Ng	Respond to of 186894

Tony, Re: You don't like him because of the roadkill name he gave a certain competitor of Intel's! Talking about road kill, anyone think Intel would use this slow down opportunity to switch more FABs to P4 ? I would be interested to hear what would be their view about gross margin for the next 2 quarters. gary

To: Tony Viola who wrote (121403)	12/8/2000 4:44:07 PM
From: Joe NYC	Respond to of 186894

Tony, He was one of the first, if not the first, to come out with Intel's Q3 not being quite up to expectations. I remember that call very well. I also remember him reversing the call just prior to the actual warning, just about nullifying the limited credibility he gain by making the original call. You don't like him because of the roadkill name he gave a certain competitor of Intel's! That's another call that he is going to eat. Remember, the roadkill call related to 2H 2000. Do you think it was a good call? Joe