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


To: Joe NYC who wrote (158535)2/12/2002 4:38:58 PM
From: Tony Viola  Respond to of 186894
 
What do you mean. I pointed out that it is a slip in schedule to Q2. How is that making excuses?

OK, no arguments there. I thought you were hedging, saying that if they ship to OEMs this quarter, but the notebooks or desktops don't show up on shelves until the next quarter, it's OK. But you didn't. My bad. Standard tout: when Intel says there'll be a new processor intro on a day or week, there are notebooks or desktops right there the same day or week. Bottom line is I'd be concerned about lax schedule adherence if I were an AMDer, because Intel seems to be hitting or improving on all of their milestones lately.

Tony