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To: Francis Chow who wrote (57749)6/10/1998 5:32:00 PM
From: Tony Viola  Read Replies (4) | Respond to of 186894
 
Francis, Re: "My hunch for a lasting upturn
in Intel is mid Q1 1999."

You don't believe Craig Barrett's 2H98 for the start of an upturn? He's said it twice now, in front of a lot of people with microphones. Xeon will lead the way back.

TV



To: Francis Chow who wrote (57749)6/10/1998 6:39:00 PM
From: herb will  Read Replies (2) | Respond to of 186894
 
You know Francis, I am in a quandary trying to follow your logic. The CMP article was about "The Asian chip industry is beginning to show signs of recovery" to which you replied.
"I don't see any real (lasting) upturn till late in 1999"

By the way, it is June 10th already and no change in Intel's guidance for the 2nd quarter.

Herb


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