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

To: Tony Viola who wrote (128331)	2/26/2001 1:19:36 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Tony, IDF starts today. I was surfing through the IDF web site, and I came across this track: intel94.com A concept of a 1U, dual Itanium™ processor, rackable, high density server system is developed with innovative packaging and processor/ system cooling components. Several key components of the 1U concept in the areas of cooling, power, memory and interconnection have been prototyped. Thermal management, a critical component of this high density server concept, has undergone an extensive optimization process and will be presented. An Itanium server in a 1U chassis? Pretty hard to imagine, considering Itanium's cooling requirements, but I certainly like the concept! Tenchusatsu P.S. - While you're there, you might also want to check out the track on Intel's 870 chipset: intel94.com

To: Tony Viola who wrote (128331)	2/26/2001 2:29:40 PM
From: SisterMaryElephant	Read Replies (1) \| Respond to of 186894

Tony, J. Joseph's comments amount to nothing more than repeating gossip and rumors. There is a lot of opinion based on what others are saying and very little opinion based on gathered data or facts. For example: "We have also heard the company has already decided to cut back on its capital spending" "roadmaps (McKinley is said to be slipping)." "There have been press reports of scheduled Intel price cuts" And to a lesser extent, "February has remained a relatively slow month for many of the brokers we talk with" Of course he must get information for his "analysis" from somewhere, but it is clear he is not doing a lot of "data" analysis, but rather rumor analysis. Hell, if I want a synopsis of all rumors, I can read the AMD Mod thread. Lame. SK

To: Tony Viola who wrote (128331)	2/26/2001 4:17:44 PM
From: kapkan4u	Read Replies (3) \| Respond to of 186894

<I don't care if J. Joseph has been right or wrong, > JJ was the first analyst to call the end to the semi up-cycle at the time when INTC and others were hitting new all time highs almost daily. I remember all the insults posted toward him on this thread. Most people on this thread are paying dearly for ignorance and will continue to do so. Kap