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To: Zeev Hed who wrote (20883)	5/26/1999 11:03:00 PM
From: TigerPaw	Respond to of 93625

Is INTC planning another delay? The last delay was definitely not planned. I think with Cyrix gone and AMD on the ropes Intel is losing that sense of fear that drives things to market on time. I think their perhaps too ambitious plan to create a 64 bit CPU caused a talent drain from the steady improvements that had driven microprocessors. All hands had to pitch in when Merced was delayed , throw in a little Cerleron emergency, and Camino gets overlooked just enough to miss schedules. I don't think they will slip again, although I have heard rumors that they may compromise performance a bit on the early shipping systems. TP

To: Zeev Hed who wrote (20883)	5/26/1999 11:37:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

Zeev, Also check out the INTC candles...OUCH! It is in a free fall on increasing volume. You can't have the general falling down while trying to lead the troops higher. But if it goes much lower I might nibble at it. This market is getting very treacherous IMO. The Fed bias is now to raise so that is 2 strikes against us. We'll see! I still think we correct....I have raised cash hoping for the worst! MileHigh