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To: Joey Smith who wrote (14926)2/2/1999 1:21:00 PM
From: Alan Hume  Read Replies (1) | Respond to of 93625
 
Hi Joey,

"IF Intel announces a slight slip (e.g. 3 months) with Camino, do you think it has already been discounted? How will the stock react?"

Good question. Edelstone knew very well about the delay when he downgraded recently. INTEL will not announce any delays, as it will hurt current sales. Caminio will just not arrive when expected IMO.
The upgrade today is great, but such news is short lived. aby next week it will be forgotten and reality will be back.

Alan