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To: Steve Sucheck who wrote (37753)3/5/1998 9:00:00 AM
From: Brad Rogers  Read Replies (1) | Respond to of 61433
 
what ARE industry pundits saying about the INTC announcement. is this "much ado about nothing" or something serious?

Rob Chaplinsky of H&Q says this is not such a big deal. Also, a few Taiwan companies and Seimens have come out and said their outlook remains robust -- DESPITE THE INTC ANNOUNCEMENT.



To: Steve Sucheck who wrote (37753)3/5/1998 9:53:00 AM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 61433
 
heard on the news something about an European investigation of cell phone charging
practices. This might explain the drop.


That makes sense. I could not see a connection to INTC.

Glenn