Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: StockMan who wrote (56351)	5/30/1998 12:11:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Stockman, >>>" too much is being made of this delay. HWP/SGI have alternate PentiumII Xeon products planned." I agree exactly. Well, almost. Maybe HP and SGI had some 64 bit applications on the plan. Not maybe, of course. You know, programs that are going to kick mainframe butt, like we've been reading here. I don't believe that either. However, HP's and SGI's development people have to be the most disappointed right now in that it's another 6 months before they can get their hands on beta units. So, their systems integration, testing and benchmarking have to wait. Tony

To: StockMan who wrote (56351)	5/30/1998 11:42:00 AM
From: 16yearcycle	Read Replies (2) \| Respond to of 186894

"too much is being made of this delay" John Koligman hit on the real point here. Intc has been leaking this info to everyone for 2 weeks, so the "small" investors were the last to know. It is so obvious that they, intc, did this. First, Kurlak's grandstanding, then the slide from 85 to 71, then the news outlets reporting the story 3 hours before the close. After the close, on a Friday for God's sake, Intel finally announces this. Like John said, this is exactly what compaq did earlier this year. Like msft, intc has a helluva business, and they know how to run it. But Intel hasn't a clue how to handle providing reasonable financial guidance, manage expectations, or give proper notice to all shareholders. I have never seen something like this unfold with csco or msft, and they have been tested.