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To: amic who wrote (79892)4/23/1999 11:14:00 PM
From: Gary Ng  Respond to of 186894
 
Amic, Re: This said, for Intel not to recognize the quality of these products would be a terrible mistake.

Being a company known for paranoid, I am wondering if Intel is the
one which knows more than anyone else other than AMD about the
products of AMD. Otherwise, how can they do their planning and give
such an accurate quarterly estimate. They should have taken
every possible scenario into account. Unlike AMD, which would
attribute their short fall as severe price pressure(and they
didn't expect that when they forecast the Q1 result?) etc.

Gary



To: amic who wrote (79892)4/26/1999 7:35:00 AM
From: amic  Respond to of 186894
 
Other interesting article on Intel Data Service business.
fool.com

don't mind the source name, fool.com, the article is a serious one <g>

-amic