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To: Tony Viola who wrote (142279)8/28/2001 2:05:04 PM
From: Mary Cluney  Respond to of 186894
 
Tony, <<<CNBC just reported that Intel mentioned at IDF that they (didn't say who specifically) still see seasonal second half improvement).

Paul Otellini may be a very bright guy, but he is not anything like John Chambers, Scott McNealy, or Michael Dell. These other guys can deliver a message that serves the company some purpose.

What is Otellini all about?

<<<Almost by definition, anything has to be better than the first half," he told a news conference during the company's semi-annual development conference. "Our view is that it is still a seasonal second half.">>>

This sounds like something an insider would say when the insider doesn't have any inside information. Why say anything at all?

Shhesh. Who is running the company?

Mary