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Technology Stocks : C-Cube
CUBE 36.85-0.4%3:24 PM EST

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To: Cameron Lang who wrote (46017)10/12/1999 9:24:00 PM
From: Peter V   of 50808
 
Intel's failure to ship the 820 chipset won't help this quarter either. I just bought a Micron Millenia 600B computer with a 133 Mhz bus speed because the Intel chipset is not available. It will take 21 days to build it because they have been flooded with orders, no doubt in large part due to the lack of any competitive 133 Mhz system from Dell and Gateway, who are waiting for that 820 chipset.

Micron's revenues for the coming quarter could be very good if they get some decent reviews on the new 600B (it's so new, only the "first look" reviews are out) and the 820 is delayed into next year, as the Dell reps predict.
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