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

To: Joey Smith who wrote (67513)	10/29/1998 12:53:00 AM
From: Paul Engel	Respond to of 186894

Joey - re: " I hope Intel does a better job of getting the right product mix." I hope so too. Harry's comment on the BTO/Inventory model may help Intel engineer this changeover much better than they did with the Pentium MMX. Paul

To: Joey Smith who wrote (67513)	10/29/1998 11:44:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Joey, re: "During the Q&A of Intel's last CC, Intel thought the Katmai ramp would be slower than the MMX ramp. This is a big concern. I hope Intel does a better job of getting the right product mix." Exactly. My notes when listening to Paul Otellini's answer to that very question from an analyst named Joe Moore: - Joe Moore...Katmai ramp? Paul said would be slower than was PMMX ramp. He also said that, at the analysts meeting in November, "they may get that info out of me" (chuckle). Well, that analysts meeting must be coming up as November is almost upon us. Anybody know when it is? Tony