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To: Sonny McWilliams who wrote (19652)	5/30/1998 2:52:00 PM
From: Sonny McWilliams	Read Replies (1) \| Respond to of 27012

All. Here is an updated article on Intel and one on HWP. Tony I found the date for 1999. Merced was supposed to come out end of 1999 so I guess about 6 months should not be that tragic. gg. I was also worried about HWP, which was supposed to be the hardest hit by this news but HWP sees no problems. news.com biz.yahoo.com Uuh, aah. We have our famous Erika Klauer on our side. What happened? Pretty informative article btw. on yesterdays tech debacle. I like the Amzn mentioning and let's not forget that the split is coming up next week. cbs.marketwatch.com And in this article analysts expected volume production of the Merced chip to start in early 1999. At least I said mid 1999. I guess we will see it when we see it. gg. Sonny

To: Sonny McWilliams who wrote (19652)	5/30/1998 11:34:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 27012

Sonny, more about Merced delay. The first reports that came out were that it was due to manufacturing issues (design is OK). But, when Craig Barrett finally was heard, he said it could best be described as a program management problem. I felt much better because Merced is a huge, huge project ,very difficult to manage. In Hollywood they'd say years in the making and a cast of thousands. There are hundreds, maybe thousands of sub-projects in a project like this, and tens, maybe hundreds of thousands of tasks below that. Interdependencies abound, making the project plan look like a three dimensional, rotating, pulsating spider web from Hell. Anyway, I was much happier to hear that it was a project planning problem, and not anything in the architecture, design, technology or manufacturing. A reschedule, and then crank to it, is better. I would not want to be the one to have to slip it again, though. New subject...not bragging but I exposed V.G. on the other thread. She said Andy Grove was not at the stockholders meeting this year. I shot back that I sat in the second row at the meeting, about 20 feet away from him. She of the "I bought 10000000000 shares of MSFT at $.001 in 19XX." I rooted for da Bulls because I think Jordan is the best ever and Larry Bird is second (which is why I don't mind Indiana winning). I'm waiting for the Celtics to rise from the ashes, which I think they will under coach Rick Pitino, Keep posting, Sonny, you're not impeding anyone. Best Regards, Tony

To: Sonny McWilliams who wrote (19652)	5/31/1998 11:20:00 AM
From: billwot	Read Replies (1) \| Respond to of 27012

Sonny-Welcome back from Hatteras. I am hoping to go to the Outer Banks for an extended weekend soon, but feel like I am running way behind on almost everything in my life right now. I also have a sense that I need to watch my investments a little closer right now, even though I am not a real active trader. Keep on posting. I think that private messaging has reduced the traffic on the thread, and while its nice, it reduces the exchange of information. I just posted a link to Tony re: MSFT and Merced. See previous post. billwot

To: Sonny McWilliams who wrote (19652)	6/4/1998 11:52:00 AM
From: margaret tasset	Read Replies (1) \| Respond to of 27012

Hello Sonny, I just wanted to say hi. I am glad to hear from Sonki that Intel will be doing better in July. I see that it has been going down a bit lately. I am trying however, just to keep my long term perspective. I am writing this from the library down south. Hope all is well with you. ************GO INTEL******** Are you still doing the Aloe Vera. You might also try beet root juice . It will make you feel great. Health and happiness to you, Margaret :-))))