INTEL SUPPORT GROUP - the sky is falling!!!! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : INTEL SUPPORT GROUP - the sky is falling!!!!

INTC 39.50

-1.2%

9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ken Robbins who wrote (195)	4/5/1997 6:24:00 PM
From: Joan Osland Graffius	of 248

Ken, >>Looks like the effect of the K6 hype on INTC has worn off. It is my opinion the only reason AMD and Cyrx are getting an open window here is that Intel did not build production facilities fast enough to meet demand. This happened back in the old X86 days and as soon as the production capacity at Intel came on line the clone companies were back to delivering chips for "real cheap" box makers. (which is ok) The management at Intel is tough and will go for the jugular if need be. But for now capacity problems at Intel which are getting fixed as fast as they can will allow these folks to sell more than they normally would. The Production VP at Intel said he was adding 10% capacity to the facilities he already has - must be manufacturing in the hallways.:-) Joan

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next