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To: MONACO who wrote (68745)11/19/1998 9:49:00 AM
From: Jim McMannis  Read Replies (2) | Respond to of 186894
 
Intc gap up a point on the open. Amazing.



To: MONACO who wrote (68745)11/19/1998 10:05:00 AM
From: Doug M.  Respond to of 186894
 
MONACO, thanks a lot. That's not new news but it's sure nice to hear straight from Bryant's mouth.

Doug



To: MONACO who wrote (68745)11/19/1998 11:07:00 AM
From: Tony Viola  Respond to of 186894
 
Monaco, Re: "Just heard a bit, said if he could make more chips, he could sell more, can't make
enough at this time....M"

What CNBC guy also said was that Bryant, who is normally not overly enthusiastic (to say the least I've heard long time Intel watchers say), was. I've also caught that enthusiasm in him myself in the last couple of conference calls. At first I though it was rubbing off from his partner in crime, Paul Otellini, who makes a pair with Bryant generally in CC's. Now, it sounds like Andy can carry the tune on his own.

WRT selling more chips if they could make more, Intel, with their industry best yields (with IBM if you count them) can pull it off if anybody can.

Tony