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Technology Stocks : Intel Corporation (INTC)
INTC 37.81-4.3%Dec 12 9:30 AM EST

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To: Paul Engel who wrote (115203)10/30/2000 10:55:43 AM
From: C_Johnson  Read Replies (1) of 186894
 
Hello,

Despite talking about it for some time I don't know if anyone can definitively say that Intel has ever given orders to TSMC for chipsets. I see you have also noted this by saying, "supposedly" and "if at all".

To a certain degree orders appear unlikely given A) TSMC's relationship with Via and B) TSMC's reluctance to be buffer capacity for Intel.

As for Via it is pretty well know that they had reduced their November shipment expectations from 7-8 million to 5-6 million. This is not new news.

Carl
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