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To: Tony Viola who wrote (61026)7/23/1998 11:57:00 AM
From: DownSouth  Read Replies (2) | Respond to of 186894
 
And Kurlack, apparently, saw INTC's good news on Celeron as a negative. From what I gather (I have seen his "anal-ysis") he believes that INTC's margins will be affected more than at first believed.

What did he say, anyway!!?



To: Tony Viola who wrote (61026)7/23/1998 12:42:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Tony - Re: " Paul, you've been calling this earlier introduction of Mendocino for a while. Excellent sleuth work, as always."

Thank you !

Intel's "arsenal" is getting full - they need to accelerate the introduction of these new CPUs.

Let's see if the DIXON launch is moved up before the end of this year !

Paul


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